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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 | $184,183 | $159,934+15.2% | $147,005+25.3% | $145,959+26.2% |
| Participation rate | 36.8% | 84.0%-47.2pp | 82.2%-45.3pp | 80.3%-43.4pp |
| Annual return | 17.97% | 98.24%-80.3pp | 418.76%-400.8pp | 561.95%-544.0pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,281 | $8,427-61.1% | $8,070-59.3% | $6,689-50.9% |
| Admin fee / account holder | $305,383 | $15,053+1928.7% | $13,006+2248.0% | $13,398+2179.3% |