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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 | $238,584 | $165,399+44.2% | $149,745+59.3% | $158,982+50.1% |
| Participation rate | 26.3% | 84.6%-58.3pp | 82.5%-56.2pp | 82.0%-55.7pp |
| Annual return | 15.44% | 348.34%-332.9pp | 276.72%-261.3pp | 302.99%-287.5pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,737 | $7,183-61.9% | $6,843-60.0% | $5,983-54.3% |
| Admin fee / account holder | $531 | $10,811-95.1% | $9,312-94.3% | $11,252-95.3% |