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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 | $190,649 | $202,440-5.8% | $169,390+12.5% | $139,466+36.7% |
| Participation rate | 40.0% | 81.1%-41.1pp | 77.2%-37.2pp | 80.3%-40.3pp |
| Annual return | 21.09% | 532.36%-511.3pp | 406.07%-385.0pp | 373.66%-352.6pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $9,000 | $6,940+29.7% | $6,222+44.6% | $6,712+34.1% |
| Admin fee / account holder | $1,369 | $10,722-87.2% | $9,015-84.8% | $11,409-88.0% |