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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 | $159,797 | $111,535+43.3% | $105,223+51.9% | $137,256+16.4% |
| Participation rate | 4.2% | 78.1%-73.9pp | 75.0%-70.9pp | 80.0%-75.8pp |
| Annual return | 13.47% | 237.85%-224.4pp | 180.65%-167.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,308 | $5,500-58.0% | $5,072-54.5% | $6,407-64.0% |
| Admin fee / account holder | $12,241 | $9,721+25.9% | $8,859+38.2% | $12,270-0.2% |