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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 | $214,900 | $180,749+18.9% | $160,784+33.7% | $137,256+56.6% |
| Participation rate | 36.4% | 80.0%-43.6pp | 77.0%-40.6pp | 80.0%-43.6pp |
| Annual return | 15.19% | 2234.46%-2219.3pp | 1803.92%-1788.7pp | 220.34%-205.1pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,346 | $6,844+7.3% | $6,293+16.7% | $6,407+14.7% |
| Admin fee / account holder | $10,778 | $10,397+3.7% | $9,717+10.9% | $12,270-12.2% |