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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 | $223,361 | $209,874+6.4% | $189,537+17.8% | $167,536+33.3% |
| Participation rate | 60.0% | 88.7%-28.7pp | 87.8%-27.8pp | 82.1%-22.1pp |
| Annual return | 14.70% | 748.61%-733.9pp | 555.34%-540.6pp | 478.82%-464.1pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $8,380 | $8,934-6.2% | $8,220+1.9% | $6,342+32.1% |
| Admin fee / account holder | $724 | $14,299-94.9% | $12,048-94.0% | $12,315-94.1% |