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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 | $204,217 | $114,119+79.0% | $107,187+90.5% | $138,895+47.0% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 79.9%-24.4pp |
| Annual return | 13.65% | 273.21%-259.6pp | 204.55%-190.9pp | 145.39%-131.7pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,233 | $5,538-23.6% | $5,096-16.9% | $6,396-33.8% |
| Admin fee / account holder | $997 | $10,024-90.1% | $9,162-89.1% | $12,562-92.1% |