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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 | $223,471 | $162,136+37.8% | $152,301+46.7% | $154,746+44.4% |
| Participation rate | 16.7% | 84.1%-67.4pp | 82.4%-65.8pp | 80.7%-64.0pp |
| Annual return | 14.22% | 91.02%-76.8pp | 80.50%-66.3pp | 172.34%-158.1pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,250 | $8,341-49.0% | $8,004-46.9% | $6,730-36.9% |
| Admin fee / account holder | $6,784 | $15,759-57.0% | $14,398-52.9% | $14,365-52.8% |