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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 | $197,516 | $105,200+87.8% | $159,474+23.9% | $85,847+130.1% |
| Participation rate | 63.9% | 75.8%-11.9pp | 82.8%-18.9pp | 69.3%-5.4pp |
| Annual return | 13.83% | 45.08%-31.2pp | 263.68%-249.8pp | 318.61%-304.8pp |
| Employer contribution / active EE | $291 | $3,319-91.2% | $4,831-94.0% | $2,565-88.7% |
| Participant deferral / active EE | $6,904 | $5,946+16.1% | $7,353-6.1% | $3,952+74.7% |
| Admin fee / account holder | $42,720 | $6,934+516.1% | $10,802+295.5% | $6,261+582.4% |