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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 | $188,659 | $148,629+26.9% | $135,982+38.7% | $139,487+35.3% |
| Participation rate | 41.2% | 83.9%-42.7pp | 81.9%-40.7pp | 80.3%-39.2pp |
| Annual return | 28.73% | 79.33%-50.6pp | 68.32%-39.6pp | 373.84%-345.1pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $10,944 | $8,102+35.1% | $7,760+41.0% | $6,713+63.0% |
| Admin fee / account holder | $24,424 | $12,406+96.9% | $10,767+126.8% | $11,407+114.1% |