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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 | $220,628 | $226,090-2.4% | $182,531+20.9% | $152,885+44.3% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.5%-32.5pp |
| Annual return | 22.78% | 192.57%-169.8pp | 148.57%-125.8pp | 345.39%-322.6pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,407 | $6,369+47.7% | $5,525+70.3% | $5,851+60.8% |
| Admin fee / account holder | $52,490 | $10,705+390.3% | $8,593+510.9% | $11,598+352.6% |