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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 | $234,554 | $134,817+74.0% | $123,973+89.2% | $155,188+51.1% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.7%-14.2pp | 80.8%-18.3pp |
| Annual return | 14.86% | 515.49%-500.6pp | 388.13%-373.3pp | 148.84%-134.0pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,529 | $5,706+49.5% | $5,247+62.5% | $6,531+30.6% |
| Admin fee / account holder | $29,782 | $13,245+124.8% | $11,799+152.4% | $14,480+105.7% |