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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 | $164,539 | $106,008+55.2% | $92,240+78.4% | $147,586+11.5% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 17.95% | 50.05%-32.1pp | 176.29%-158.3pp | 578.59%-560.6pp |
| Employer contribution / active EE | $389 | $4,333-91.0% | $3,680-89.4% | $4,876-92.0% |
| Participant deferral / active EE | $7,103 | $4,478+58.6% | $3,897+82.3% | $5,439+30.6% |
| Admin fee / account holder | $1,318 | $6,333-79.2% | $5,194-74.6% | $10,886-87.9% |