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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 | $227,165 | $160,070+41.9% | $147,117+54.4% | $145,897+55.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 21.02% | 98.69%-77.7pp | 420.54%-399.5pp | 552.29%-531.3pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,108 | $8,419+20.1% | $8,065+25.3% | $6,689+51.1% |
| Admin fee / account holder | $5,573 | $15,035-62.9% | $12,993-57.1% | $13,390-58.4% |