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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 | $171,166 | $160,070+6.9% | $147,117+16.3% | $145,897+17.3% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.8pp |
| Annual return | 13.05% | 98.69%-85.6pp | 420.54%-407.5pp | 552.29%-539.2pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,922 | $8,419+41.6% | $8,065+47.8% | $6,689+78.2% |
| Admin fee / account holder | $34,101 | $15,035+126.8% | $12,993+162.5% | $13,390+154.7% |