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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 | $190,417 | $217,432-12.4% | $185,851+2.5% | $167,553+13.6% |
| Participation rate | 60.0% | 86.1%-26.1pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 10.32% | 148.43%-138.1pp | 122.11%-111.8pp | 478.89%-468.6pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,480 | $6,357-61.0% | $5,569-55.5% | $6,343-60.9% |
| Admin fee / account holder | $1,878 | $19,820-90.5% | $16,245-88.4% | $12,316-84.8% |