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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 | $184,852 | $202,326-8.6% | $172,745+7.0% | $152,870+20.9% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.4%-39.6pp |
| Annual return | 24.01% | 1029.72%-1005.7pp | 802.90%-778.9pp | 345.34%-321.3pp |
| Employer contribution / active EE | $1,183 | $5,858-79.8% | $5,144-77.0% | $4,763-75.2% |
| Participant deferral / active EE | $4,174 | $5,948-29.8% | $5,197-19.7% | $5,850-28.7% |
| Admin fee / account holder | $19,806 | $17,110+15.8% | $13,954+41.9% | $11,597+70.8% |