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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 | $224,610 | $176,105+27.5% | $159,474+40.8% | $167,536+34.1% |
| Participation rate | 18.2% | 85.0%-66.8pp | 82.8%-64.6pp | 82.1%-63.9pp |
| Annual return | 19.30% | 331.91%-312.6pp | 263.68%-244.4pp | 478.82%-459.5pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,136 | $7,751-46.6% | $7,353-43.7% | $6,342-34.8% |
| Admin fee / account holder | $812 | $12,559-93.5% | $10,802-92.5% | $12,315-93.4% |