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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 | $224,236 | $160,028+40.1% | $147,080+52.5% | $145,884+53.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 11.51% | 98.60%-87.1pp | 420.17%-408.7pp | 551.85%-540.3pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,379 | $8,422-59.9% | $8,066-58.1% | $6,690-49.5% |
| Admin fee / account holder | $865 | $15,030-94.2% | $12,989-93.3% | $13,392-93.5% |