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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 | $212,486 | $102,382+107.5% | $147,005+44.5% | $80,874+162.7% |
| Participation rate | 59.3% | 75.8%-16.5pp | 82.2%-22.9pp | 67.6%-8.3pp |
| Annual return | 17.38% | 134.89%-117.5pp | 418.76%-401.4pp | 35.62%-18.2pp |
| Employer contribution / active EE | $330 | $3,715-91.1% | $4,934-93.3% | $2,756-88.0% |
| Participant deferral / active EE | $6,834 | $6,646+2.8% | $8,070-15.3% | $4,297+59.0% |
| Admin fee / account holder | $19,025 | $7,942+139.5% | $13,006+46.3% | $6,935+174.3% |