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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 | $189,903 | $183,539+3.5% | $155,556+22.1% | $145,897+30.2% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 11.60% | 61.31%-49.7pp | 64.84%-53.2pp | 552.29%-540.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,439 | $6,467+30.5% | $5,631+49.9% | $6,689+26.2% |
| Admin fee / account holder | $32,661 | $19,275+69.4% | $15,885+105.6% | $13,390+143.9% |