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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 | $169,958 | $165,399+2.8% | $149,745+13.5% | $158,982+6.9% |
| Participation rate | 41.7% | 84.6%-42.9pp | 82.5%-40.8pp | 82.0%-40.3pp |
| Annual return | 25.63% | 348.34%-322.7pp | 276.72%-251.1pp | 302.99%-277.4pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $10,871 | $7,183+51.3% | $6,843+58.9% | $5,983+81.7% |
| Admin fee / account holder | $23,083 | $10,811+113.5% | $9,312+147.9% | $11,252+105.2% |