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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 | $180,424 | $183,539-1.7% | $155,556+16.0% | $145,897+23.7% |
| Participation rate | 46.7% | 82.7%-36.0pp | 78.2%-31.6pp | 80.3%-33.6pp |
| Annual return | 18.53% | 61.31%-42.8pp | 64.84%-46.3pp | 552.29%-533.8pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,657 | $6,467-12.5% | $5,631+0.5% | $6,689-15.4% |
| Admin fee / account holder | $1,263 | $19,275-93.4% | $15,885-92.0% | $13,390-90.6% |