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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 | $239,923 | $157,276+52.5% | $141,177+69.9% | $152,885+56.9% |
| Participation rate | 61.5% | 84.8%-23.3pp | 82.5%-20.9pp | 82.5%-20.9pp |
| Annual return | 22.95% | 64.33%-41.4pp | 71.40%-48.5pp | 345.39%-322.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,813 | $7,110+24.0% | $6,710+31.4% | $5,851+50.6% |
| Admin fee / account holder | $46,261 | $12,123+281.6% | $10,263+350.8% | $11,598+298.9% |