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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 | $202,463+20.5% | $169,397+44.0% | $139,487+74.8% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.2%-10.5pp | 80.3%-13.7pp |
| Annual return | 10.77% | 532.64%-521.9pp | 406.23%-395.5pp | 373.84%-363.1pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $20,000 | $6,941+188.1% | $6,223+221.4% | $6,713+197.9% |
| Admin fee / account holder | $16,000 | $10,726+49.2% | $9,017+77.4% | $11,407+40.3% |