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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 | $234,878 | $159,978+46.8% | $147,041+59.7% | $145,978+60.9% |
| Participation rate | 30.0% | 84.0%-54.0pp | 82.2%-52.2pp | 80.3%-50.3pp |
| Annual return | 11.24% | 98.36%-87.1pp | 419.21%-408.0pp | 550.52%-539.3pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,584 | $8,429-33.8% | $8,071-30.8% | $6,690-16.5% |
| Admin fee / account holder | $2,021 | $15,053-86.6% | $13,006-84.5% | $13,400-84.9% |