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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 | $243,303 | $202,440+20.2% | $169,390+43.6% | $139,466+74.5% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 24.09% | 532.36%-508.3pp | 406.07%-382.0pp | 373.66%-349.6pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,262 | $6,940-38.6% | $6,222-31.5% | $6,712-36.5% |
| Admin fee / account holder | $6,701 | $10,722-37.5% | $9,015-25.7% | $11,409-41.3% |