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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 | $206,338 | $159,934+29.0% | $147,005+40.4% | $145,959+41.4% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 13.19% | 98.24%-85.1pp | 418.76%-405.6pp | 561.95%-548.8pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,378 | $8,427-24.3% | $8,070-21.0% | $6,689-4.6% |
| Admin fee / account holder | $8,996 | $15,053-40.2% | $13,006-30.8% | $13,398-32.9% |