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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 | $183,391 | $154,193+18.9% | $130,045+41.0% | $139,466+31.5% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.5%-18.5pp | 80.3%-20.3pp |
| Annual return | 16.70% | 32.51%-15.8pp | -137.30%+154.0pp | 373.66%-357.0pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $9,639 | $6,709+43.7% | $5,820+65.6% | $6,712+43.6% |
| Admin fee / account holder | $1,704 | $13,989-87.8% | $10,600-83.9% | $11,409-85.1% |