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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 | $249,915 | $202,440+23.5% | $169,390+47.5% | $139,466+79.2% |
| Participation rate | 46.2% | 81.1%-35.0pp | 77.2%-31.0pp | 80.3%-34.2pp |
| Annual return | 22.27% | 532.36%-510.1pp | 406.07%-383.8pp | 373.66%-351.4pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,700 | $6,940-61.1% | $6,222-56.6% | $6,712-59.8% |
| Admin fee / account holder | $37,454 | $10,722+249.3% | $9,015+315.5% | $11,409+228.3% |