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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 | $149,972 | $148,629+0.9% | $135,982+10.3% | $139,487+7.5% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 12.29% | 79.33%-67.0pp | 68.32%-56.0pp | 373.84%-361.6pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $8,087 | $8,102-0.2% | $7,760+4.2% | $6,713+20.5% |
| Admin fee / account holder | $10,798 | $12,406-13.0% | $10,767+0.3% | $11,407-5.3% |