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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 | $169,208 | $165,399+2.3% | $149,745+13.0% | $158,982+6.4% |
| Participation rate | 9.1% | 84.6%-75.5pp | 82.5%-73.4pp | 82.0%-72.9pp |
| Annual return | 23.87% | 348.34%-324.5pp | 276.72%-252.8pp | 302.99%-279.1pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,136 | $7,183-42.4% | $6,843-39.6% | $5,983-30.9% |
| Admin fee / account holder | $554 | $10,811-94.9% | $9,312-94.1% | $11,252-95.1% |