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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 | $166,221 | $159,934+3.9% | $147,005+13.1% | $145,959+13.9% |
| Participation rate | 21.1% | 84.0%-62.9pp | 82.2%-61.1pp | 80.3%-59.2pp |
| Annual return | 16.40% | 98.24%-81.8pp | 418.76%-402.4pp | 561.95%-545.5pp |
| Employer contribution / active EE | $309 | $5,287-94.2% | $4,934-93.7% | $4,661-93.4% |
| Participant deferral / active EE | $4,724 | $8,427-43.9% | $8,070-41.5% | $6,689-29.4% |
| Admin fee / account holder | $1,671 | $15,053-88.9% | $13,006-87.2% | $13,398-87.5% |