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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 | $162,383 | $162,821-0.3% | $133,978+21.2% | $158,982+2.1% |
| Participation rate | 69.6% | 83.2%-13.7pp | 79.8%-10.3pp | 82.0%-12.4pp |
| Annual return | 20.10% | 41.95%-21.8pp | 45.10%-25.0pp | 302.99%-282.9pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,112 | $5,910-30.4% | $5,047-18.5% | $5,983-31.3% |
| Admin fee / account holder | $7,422 | $11,742-36.8% | $8,930-16.9% | $11,252-34.0% |