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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 | $160,966 | $112,131+43.6% | $95,964+67.7% | $158,982+1.2% |
| Participation rate | 44.4% | 79.0%-34.5pp | 77.1%-32.6pp | 82.0%-37.5pp |
| Annual return | 10.09% | 171.19%-161.1pp | 91.64%-81.6pp | 302.99%-292.9pp |
| Employer contribution / active EE | $500 | $3,199-84.4% | $2,541-80.3% | $4,763-89.5% |
| Participant deferral / active EE | $5,434 | $4,784+13.6% | $4,167+30.4% | $5,983-9.2% |
| Admin fee / account holder | $13,105 | $10,136+29.3% | $6,797+92.8% | $11,252+16.5% |