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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,202 | $70,366+245.6% | $66,674+264.8% | $138,895+75.1% |
| Participation rate | 17.6% | 76.2%-58.5pp | 73.7%-56.0pp | 79.9%-62.3pp |
| Annual return | 18.95% | 386.41%-367.5pp | 321.24%-302.3pp | 145.39%-126.4pp |
| Employer contribution / active EE | $323 | $2,765-88.3% | $2,620-87.7% | $4,194-92.3% |
| Participant deferral / active EE | $2,810 | $4,374-35.8% | $4,084-31.2% | $6,396-56.1% |
| Admin fee / account holder | $3,082 | $5,262-41.4% | $5,098-39.6% | $12,562-75.5% |