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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 | $243,111 | $226,135+7.5% | $182,558+33.2% | $152,909+59.0% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 14.98% | 192.60%-177.6pp | 148.59%-133.6pp | 345.46%-330.5pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,912 | $6,371+39.9% | $5,526+61.3% | $5,851+52.3% |
| Admin fee / account holder | $73,846 | $10,707+589.7% | $8,594+759.3% | $11,601+536.6% |