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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 | $245,888 | $211,224+16.4% | $178,505+37.7% | $145,897+68.5% |
| Participation rate | 55.6% | 80.8%-25.3pp | 77.1%-21.6pp | 80.3%-24.8pp |
| Annual return | 20.73% | 30.28%-9.6pp | 27.16%-6.4pp | 552.29%-531.6pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,483 | $6,966-78.7% | $6,280-76.4% | $6,689-77.8% |
| Admin fee / account holder | $1,224 | $12,109-89.9% | $10,428-88.3% | $13,390-90.9% |