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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 | $196,972+23.7% | $182,262+33.6% | $198,609+22.6% |
| Participation rate | 60.0% | 85.7%-25.7pp | 84.2%-24.2pp | 82.4%-22.4pp |
| Annual return | 13.78% | 158.27%-144.5pp | 140.60%-126.8pp | 202.70%-188.9pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,960 | $8,643-19.5% | $8,276-15.9% | $6,977-0.2% |
| Admin fee / account holder | $129,228 | $18,429+601.2% | $16,712+673.3% | $19,030+579.1% |