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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 | $234,955 | $211,288+11.2% | $178,540+31.6% | $145,884+61.1% |
| Participation rate | 54.5% | 80.8%-26.3pp | 77.1%-22.6pp | 80.3%-25.8pp |
| Annual return | 12.04% | 30.27%-18.2pp | 27.15%-15.1pp | 551.85%-539.8pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,791 | $6,967+11.8% | $6,281+24.0% | $6,690+16.5% |
| Admin fee / account holder | $72,528 | $12,105+499.1% | $10,424+595.8% | $13,392+441.6% |