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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 | $171,686 | $149,040+15.2% | $120,225+42.8% | $137,256+25.1% |
| Participation rate | 25.0% | 75.4%-50.4pp | 69.6%-44.6pp | 80.0%-55.0pp |
| Annual return | 13.67% | 605.68%-592.0pp | 439.23%-425.6pp | 220.34%-206.7pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,050 | $4,655-77.4% | $3,999-73.7% | $6,407-83.6% |
| Admin fee / account holder | $6,105 | $6,348-3.8% | $5,696+7.2% | $12,270-50.2% |