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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 | $204,259 | $202,342+0.9% | $172,752+18.2% | $152,897+33.6% |
| Participation rate | 36.4% | 87.1%-50.7pp | 82.6%-46.3pp | 82.5%-46.1pp |
| Annual return | 24.32% | 1029.83%-1005.5pp | 802.97%-778.7pp | 345.43%-321.1pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,886 | $5,948-34.7% | $5,198-25.2% | $5,851-33.6% |
| Admin fee / account holder | $38,575 | $17,111+125.4% | $13,955+176.4% | $11,599+232.6% |