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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 | $205,671 | $181,062+13.6% | $158,223+30.0% | $155,188+32.5% |
| Participation rate | 55.6% | 82.7%-27.1pp | 79.2%-23.6pp | 80.8%-25.2pp |
| Annual return | 19.21% | 57.39%-38.2pp | 52.09%-32.9pp | 148.84%-129.6pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,610 | $6,134-24.8% | $5,467-15.7% | $6,531-29.4% |
| Admin fee / account holder | $30,076 | $18,825+59.8% | $16,047+87.4% | $14,480+107.7% |