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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 | $189,089 | $176,105+7.4% | $159,474+18.6% | $167,536+12.9% |
| Participation rate | 41.7% | 85.0%-43.3pp | 82.8%-41.2pp | 82.1%-40.4pp |
| Annual return | 28.46% | 331.91%-303.5pp | 263.68%-235.2pp | 478.82%-450.4pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,520 | $7,751-28.8% | $7,353-24.9% | $6,342-13.0% |
| Admin fee / account holder | $24,653 | $12,559+96.3% | $10,802+128.2% | $12,315+100.2% |