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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 | $162,412 | $165,399-1.8% | $149,745+8.5% | $158,982+2.2% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 19.65% | 348.34%-328.7pp | 276.72%-257.1pp | 302.99%-283.3pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,377 | $7,183+2.7% | $6,843+7.8% | $5,983+23.3% |
| Admin fee / account holder | $1,561 | $10,811-85.6% | $9,312-83.2% | $11,252-86.1% |