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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 | $230,264 | $183,539+25.5% | $155,556+48.0% | $145,897+57.8% |
| Participation rate | 31.8% | 82.7%-50.9pp | 78.2%-46.4pp | 80.3%-48.5pp |
| Annual return | 18.98% | 61.31%-42.3pp | 64.84%-45.9pp | 552.29%-533.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,303 | $6,467+28.4% | $5,631+47.5% | $6,689+24.1% |
| Admin fee / account holder | $751 | $19,275-96.1% | $15,885-95.3% | $13,390-94.4% |