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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 | $159,978+15.1% | $147,041+25.3% | $145,978+26.2% |
| Participation rate | 36.8% | 84.0%-47.2pp | 82.2%-45.3pp | 80.3%-43.5pp |
| Annual return | 17.97% | 98.36%-80.4pp | 419.21%-401.2pp | 550.52%-532.5pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,281 | $8,429-61.1% | $8,071-59.3% | $6,690-51.0% |
| Admin fee / account holder | $305,383 | $15,053+1928.7% | $13,006+2248.0% | $13,400+2178.9% |