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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 | $242,203 | $190,916+26.9% | $160,037+51.3% | $134,545+80.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | 43.51% | 552.79%-509.3pp | 408.95%-365.4pp | 418.37%-374.9pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $12,705 | $6,925+83.5% | $6,184+105.5% | $6,401+98.5% |
| Admin fee / account holder | $524,608 | $10,497+4897.9% | $8,716+5918.7% | $11,431+4489.5% |