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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 | $200,900 | $202,440-0.8% | $169,390+18.6% | $139,466+44.0% |
| Participation rate | 42.9% | 81.1%-38.3pp | 77.2%-34.3pp | 80.3%-37.5pp |
| Annual return | 13.28% | 532.36%-519.1pp | 406.07%-392.8pp | 373.66%-360.4pp |
| Employer contribution / active EE | $114 | $4,693-97.6% | $4,013-97.2% | $4,754-97.6% |
| Participant deferral / active EE | $1,686 | $6,940-75.7% | $6,222-72.9% | $6,712-74.9% |
| Admin fee / account holder | $10,000 | $10,722-6.7% | $9,015+10.9% | $11,409-12.3% |