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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 | $188,056 | $166,131+13.2% | $164,975+14.0% | $145,877+28.9% |
| Participation rate | 59.1% | 82.0%-22.9pp | 78.6%-19.5pp | 80.3%-21.2pp |
| Annual return | 16.54% | 100.37%-83.8pp | 70.12%-53.6pp | 551.28%-534.7pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,759 | $6,962-46.0% | $6,033-37.7% | $6,691-43.8% |
| Admin fee / account holder | $26,558 | $16,648+59.5% | $12,688+109.3% | $13,402+98.2% |