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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 | $178,758 | $160,040+11.7% | $147,096+21.5% | $145,877+22.5% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 15.39% | 98.49%-83.1pp | 419.75%-404.4pp | 551.28%-535.9pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,442 | $8,429-59.2% | $8,071-57.4% | $6,691-48.6% |
| Admin fee / account holder | $577 | $15,050-96.2% | $13,005-95.6% | $13,402-95.7% |