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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 | $193,827 | $125,184+54.8% | $105,607+83.5% | $145,884+32.9% |
| Participation rate | 65.0% | 77.6%-12.6pp | 75.3%-10.3pp | 80.3%-15.3pp |
| Annual return | 8.33% | 225.00%-216.7pp | 116.11%-107.8pp | 551.85%-543.5pp |
| Employer contribution / active EE | $198 | $3,720-94.7% | $3,167-93.8% | $4,662-95.8% |
| Participant deferral / active EE | $4,358 | $5,714-23.7% | $5,011-13.0% | $6,690-34.9% |
| Admin fee / account holder | $49,698 | $17,133+190.1% | $10,958+353.5% | $13,392+271.1% |