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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 | $208,727 | $160,070+30.4% | $147,117+41.9% | $145,897+43.1% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 15.93% | 98.69%-82.8pp | 420.54%-404.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,199 | $8,419-62.0% | $8,065-60.3% | $6,689-52.2% |
| Admin fee / account holder | $2,005 | $15,035-86.7% | $12,993-84.6% | $13,390-85.0% |