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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 | $207,203 | $166,268+24.6% | $165,100+25.5% | $145,897+42.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 14.47% | 100.52%-86.0pp | 70.21%-55.7pp | 552.29%-537.8pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,195 | $6,964-39.8% | $6,035-30.5% | $6,689-37.3% |
| Admin fee / account holder | $8,524 | $16,659-48.8% | $12,696-32.9% | $13,390-36.3% |