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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 | $198,278 | $176,105+12.6% | $159,474+24.3% | $167,536+18.3% |
| Participation rate | 69.2% | 85.0%-15.7pp | 82.8%-13.6pp | 82.1%-12.9pp |
| Annual return | 12.56% | 331.91%-319.3pp | 263.68%-251.1pp | 478.82%-466.3pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $7,549 | $7,751-2.6% | $7,353+2.7% | $6,342+19.0% |
| Admin fee / account holder | $41,647 | $12,559+231.6% | $10,802+285.5% | $12,315+238.2% |