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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 | $230,347 | $176,105+30.8% | $159,474+44.4% | $167,536+37.5% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 13.13% | 331.91%-318.8pp | 263.68%-250.6pp | 478.82%-465.7pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,177 | $7,751-33.2% | $7,353-29.6% | $6,342-18.4% |
| Admin fee / account holder | $6,229 | $12,559-50.4% | $10,802-42.3% | $12,315-49.4% |