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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 | $185,684 | $166,131+11.8% | $164,975+12.6% | $145,877+27.3% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | 18.36% | 100.37%-82.0pp | 70.12%-51.8pp | 551.28%-532.9pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,439 | $6,962-65.0% | $6,033-59.6% | $6,691-63.5% |
| Admin fee / account holder | $1,565 | $16,648-90.6% | $12,688-87.7% | $13,402-88.3% |