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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 | $181,162 | $165,399+9.5% | $149,745+21.0% | $158,982+14.0% |
| Participation rate | 16.7% | 84.6%-67.9pp | 82.5%-65.8pp | 82.0%-65.3pp |
| Annual return | 12.42% | 348.34%-335.9pp | 276.72%-264.3pp | 302.99%-290.6pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,478 | $7,183-65.5% | $6,843-63.8% | $5,983-58.6% |
| Admin fee / account holder | $5,713 | $10,811-47.2% | $9,312-38.6% | $11,252-49.2% |