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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 | $213,172 | $148,629+43.4% | $135,982+56.8% | $139,487+52.8% |
| Participation rate | 30.8% | 83.9%-53.1pp | 81.9%-51.2pp | 80.3%-49.6pp |
| Annual return | 15.48% | 79.33%-63.9pp | 68.32%-52.8pp | 373.84%-358.4pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $11,970 | $8,102+47.7% | $7,760+54.3% | $6,713+78.3% |
| Admin fee / account holder | $180,451 | $12,406+1354.5% | $10,767+1575.9% | $11,407+1481.9% |