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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 | $160,142 | $72,177+121.9% | $115,038+39.2% | $59,633+168.5% |
| Participation rate | 69.4% | 72.6%-3.2pp | 81.4%-12.0pp | 68.7%+0.7pp |
| Annual return | 82.05% | 12.02%+70.0pp | 26.14%+55.9pp | 2041.45%-1959.4pp |
| Employer contribution / active EE | $196 | $2,841-93.1% | $4,608-95.7% | $2,203-91.1% |
| Participant deferral / active EE | $10,530 | $4,783+120.2% | $6,026+74.7% | $3,192+229.9% |
| Admin fee / account holder | $5,906 | $4,927+19.9% | $8,175-27.8% | $4,297+37.4% |