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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 | $179,824 | $157,296+14.3% | $141,191+27.4% | $152,897+17.6% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.5%-26.9pp |
| Annual return | 28.73% | 64.34%-35.6pp | 71.41%-42.7pp | 345.43%-316.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,351 | $7,111-38.8% | $6,710-35.2% | $5,851-25.6% |
| Admin fee / account holder | $5,665 | $12,125-53.3% | $10,264-44.8% | $11,599-51.2% |