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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 | $183,592+25.4% | $155,574+48.0% | $145,877+57.8% |
| Participation rate | 31.8% | 82.7%-50.9pp | 78.2%-46.4pp | 80.3%-48.5pp |
| Annual return | 18.98% | 61.37%-42.4pp | 64.87%-45.9pp | 551.28%-532.3pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,303 | $6,466+28.4% | $5,629+47.5% | $6,691+24.1% |
| Admin fee / account holder | $751 | $19,316-96.1% | $15,914-95.3% | $13,402-94.4% |