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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 | $242,053 | $209,425+15.6% | $178,499+35.6% | $158,966+52.3% |
| Participation rate | 33.3% | 86.4%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 17.70% | 188.80%-171.1pp | 151.10%-133.4pp | 302.95%-285.3pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,271 | $5,955-61.9% | $5,202-56.3% | $5,983-62.0% |
| Admin fee / account holder | $65,302 | $17,078+282.4% | $13,986+366.9% | $11,250+480.5% |