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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 | $147,516 | $157,304-6.2% | $141,197+4.5% | $152,909-3.5% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 17.80% | 64.34%-46.5pp | 71.41%-53.6pp | 345.46%-327.7pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,486 | $7,111+5.3% | $6,710+11.6% | $5,851+27.9% |
| Admin fee / account holder | $1,398 | $12,126-88.5% | $10,265-86.4% | $11,601-87.9% |