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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 | $153,777 | $106,008+45.1% | $92,240+66.7% | $147,586+4.2% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 25.42% | 50.05%-24.6pp | 176.29%-150.9pp | 578.59%-553.2pp |
| Employer contribution / active EE | $225 | $4,333-94.8% | $3,680-93.9% | $4,876-95.4% |
| Participant deferral / active EE | $8,709 | $4,478+94.5% | $3,897+123.5% | $5,439+60.1% |
| Admin fee / account holder | $16,811 | $6,333+165.4% | $5,194+223.6% | $10,886+54.4% |