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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 | $191,502 | $90,397+111.8% | $76,002+152.0% | $145,959+31.2% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 11.06% | 621.97%-610.9pp | 360.07%-349.0pp | 561.95%-550.9pp |
| Employer contribution / active EE | $254 | $3,317-92.3% | $2,688-90.5% | $4,661-94.5% |
| Participant deferral / active EE | $14,017 | $5,163+171.5% | $4,257+229.3% | $6,689+109.6% |
| Admin fee / account holder | $3,090 | $8,369-63.1% | $6,414-51.8% | $13,398-76.9% |