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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 | $174,414 | $157,296+10.9% | $141,191+23.5% | $152,897+14.1% |
| Participation rate | 12.5% | 84.8%-72.3pp | 82.5%-70.0pp | 82.5%-70.0pp |
| Annual return | 20.28% | 64.34%-44.1pp | 71.41%-51.1pp | 345.43%-325.1pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,500 | $7,111-22.7% | $6,710-18.0% | $5,851-6.0% |
| Admin fee / account holder | $56,502 | $12,125+366.0% | $10,264+450.5% | $11,599+387.1% |