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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 | $224,151 | $156,398+43.3% | $147,318+52.2% | $138,895+61.4% |
| Participation rate | 37.5% | 83.8%-46.3pp | 82.1%-44.6pp | 79.9%-42.4pp |
| Annual return | 35.44% | 78.75%-43.3pp | 70.43%-35.0pp | 145.39%-110.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,511 | $8,237-45.2% | $7,906-42.9% | $6,396-29.5% |
| Admin fee / account holder | $16,296 | $14,976+8.8% | $13,708+18.9% | $12,562+29.7% |