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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 | $184,470 | $160,028+15.3% | $147,080+25.4% | $145,884+26.4% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 19.15% | 98.60%-79.4pp | 420.17%-401.0pp | 551.85%-532.7pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,698 | $8,422-32.3% | $8,066-29.4% | $6,690-14.8% |
| Admin fee / account holder | $161,349 | $15,030+973.5% | $12,989+1142.2% | $13,392+1104.8% |