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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 | $243,882 | $202,460+20.5% | $169,385+44.0% | $139,456+74.9% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.2%-10.5pp | 80.3%-13.7pp |
| Annual return | 10.77% | 532.07%-521.3pp | 405.82%-395.0pp | 373.45%-362.7pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $20,000 | $6,938+188.3% | $6,221+221.5% | $6,711+198.0% |
| Admin fee / account holder | $16,000 | $10,719+49.3% | $9,011+77.6% | $11,407+40.3% |