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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 | $190,788 | $160,028+19.2% | $147,080+29.7% | $145,884+30.8% |
| Participation rate | 36.4% | 84.0%-47.7pp | 82.2%-45.8pp | 80.3%-43.9pp |
| Annual return | 18.31% | 98.60%-80.3pp | 420.17%-401.9pp | 551.85%-533.5pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,107 | $8,422-39.4% | $8,066-36.7% | $6,690-23.7% |
| Admin fee / account holder | $1,636 | $15,030-89.1% | $12,989-87.4% | $13,392-87.8% |