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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 | $192,045 | $134,001+43.3% | $112,258+71.1% | $134,509+42.8% |
| Participation rate | 52.4% | 78.6%-26.2pp | 75.1%-22.7pp | 81.2%-28.8pp |
| Annual return | 3.61% | 47.15%-43.5pp | 27.47%-23.9pp | 418.13%-414.5pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,309 | $5,291+0.3% | $4,728+12.3% | $6,400-17.0% |
| Admin fee / account holder | $24,090 | $7,491+221.6% | $6,411+275.7% | $11,427+110.8% |