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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 | $243,559 | $162,136+50.2% | $152,301+59.9% | $154,746+57.4% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 13.78% | 91.02%-77.2pp | 80.50%-66.7pp | 172.34%-158.6pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,960 | $8,341-16.6% | $8,004-13.0% | $6,730+3.4% |
| Admin fee / account holder | $129,228 | $15,759+720.0% | $14,398+797.6% | $14,365+799.6% |