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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 | $239,963 | $166,268+44.3% | $165,100+45.3% | $145,897+64.5% |
| Participation rate | 22.2% | 82.0%-59.8pp | 78.6%-56.4pp | 80.3%-58.1pp |
| Annual return | 13.65% | 100.52%-86.9pp | 70.21%-56.6pp | 552.29%-538.6pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,270 | $6,964-53.0% | $6,035-45.8% | $6,689-51.1% |
| Admin fee / account holder | $1,597 | $16,659-90.4% | $12,696-87.4% | $13,390-88.1% |