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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 | $156,848 | $202,345-22.5% | $172,755-9.2% | $152,885+2.6% |
| Participation rate | 55.6% | 87.1%-31.5pp | 82.6%-27.1pp | 82.5%-26.9pp |
| Annual return | 25.05% | 1029.77%-1004.7pp | 802.94%-777.9pp | 345.39%-320.3pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,948 | $5,948-50.4% | $5,198-43.3% | $5,851-49.6% |
| Admin fee / account holder | $8,245 | $17,111-51.8% | $13,955-40.9% | $11,598-28.9% |