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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 | $160,338 | $115,814+38.4% | $101,275+58.3% | $158,982+0.9% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 9.45% | 56.16%-46.7pp | 46.48%-37.0pp | 302.99%-293.5pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,171 | $4,958+64.8% | $4,371+87.0% | $5,983+36.6% |
| Admin fee / account holder | $875 | $7,249-87.9% | $5,948-85.3% | $11,252-92.2% |