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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 | $210,233 | $165,381+27.1% | $149,730+40.4% | $158,966+32.3% |
| Participation rate | 43.8% | 84.6%-40.8pp | 82.5%-38.7pp | 82.0%-38.2pp |
| Annual return | 10.31% | 348.29%-338.0pp | 276.70%-266.4pp | 302.95%-292.6pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,856 | $7,182+9.4% | $6,843+14.8% | $5,983+31.3% |
| Admin fee / account holder | $15,058 | $10,809+39.3% | $9,310+61.7% | $11,250+33.9% |