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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 | $183,592-1.7% | $155,574+16.0% | $145,877+23.7% |
| Participation rate | 46.7% | 82.7%-36.0pp | 78.2%-31.5pp | 80.3%-33.6pp |
| Annual return | 18.53% | 61.37%-42.8pp | 64.87%-46.3pp | 551.28%-532.8pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,657 | $6,466-12.5% | $5,629+0.5% | $6,691-15.5% |
| Admin fee / account holder | $1,263 | $19,316-93.5% | $15,914-92.1% | $13,402-90.6% |