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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 | $219,605 | $217,427+1.0% | $185,837+18.2% | $167,518+31.1% |
| Participation rate | 28.6% | 86.0%-57.5pp | 81.7%-53.1pp | 82.1%-53.5pp |
| Annual return | 19.25% | 148.39%-129.1pp | 122.08%-102.8pp | 478.71%-459.5pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,842 | $6,357-55.3% | $5,568-49.0% | $6,342-55.2% |
| Admin fee / account holder | $1,141 | $19,816-94.2% | $16,241-93.0% | $12,312-90.7% |