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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 | $151,236 | $157,296-3.9% | $141,191+7.1% | $152,897-1.1% |
| Participation rate | 68.4% | 84.8%-16.4pp | 82.5%-14.1pp | 82.5%-14.0pp |
| Annual return | 27.57% | 64.34%-36.8pp | 71.41%-43.8pp | 345.43%-317.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $10,793 | $7,111+51.8% | $6,710+60.8% | $5,851+84.5% |
| Admin fee / account holder | $947 | $12,125-92.2% | $10,264-90.8% | $11,599-91.8% |