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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 | $228,688 | $176,077+29.9% | $159,455+43.4% | $167,518+36.5% |
| Participation rate | 23.1% | 84.9%-61.9pp | 82.8%-59.8pp | 82.1%-59.0pp |
| Annual return | 17.43% | 331.83%-314.4pp | 263.63%-246.2pp | 478.71%-461.3pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,148 | $7,751-59.4% | $7,353-57.2% | $6,342-50.4% |
| Admin fee / account holder | $1,729 | $12,556-86.2% | $10,800-84.0% | $12,312-86.0% |