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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 | $176,309 | $166,268+6.0% | $165,100+6.8% | $145,897+20.8% |
| Participation rate | 68.2% | 82.0%-13.8pp | 78.6%-10.4pp | 80.3%-12.1pp |
| Annual return | 26.81% | 100.52%-73.7pp | 70.21%-43.4pp | 552.29%-525.5pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,084 | $6,964-27.0% | $6,035-15.8% | $6,689-24.0% |
| Admin fee / account holder | $2,520 | $16,659-84.9% | $12,696-80.2% | $13,390-81.2% |