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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 | $190,114 | $114,119+66.6% | $107,187+77.4% | $138,895+36.9% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 79.9%-25.4pp |
| Annual return | 12.40% | 273.21%-260.8pp | 204.55%-192.1pp | 145.39%-133.0pp |
| Employer contribution / active EE | $416 | $4,059-89.8% | $3,782-89.0% | $4,194-90.1% |
| Participant deferral / active EE | $6,666 | $5,538+20.4% | $5,096+30.8% | $6,396+4.2% |
| Admin fee / account holder | $59,357 | $10,024+492.2% | $9,162+547.8% | $12,562+372.5% |