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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 | $189,036 | $157,304+20.2% | $141,197+33.9% | $152,909+23.6% |
| Participation rate | 45.5% | 84.8%-39.4pp | 82.5%-37.0pp | 82.5%-37.0pp |
| Annual return | 21.01% | 64.34%-43.3pp | 71.41%-50.4pp | 345.46%-324.5pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,895 | $7,111+11.0% | $6,710+17.7% | $5,851+34.9% |
| Admin fee / account holder | $8,414 | $12,126-30.6% | $10,265-18.0% | $11,601-27.5% |