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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 | $170,720 | $157,296+8.5% | $141,191+20.9% | $152,897+11.7% |
| Participation rate | 45.5% | 84.8%-39.4pp | 82.5%-37.0pp | 82.5%-37.0pp |
| Annual return | 24.30% | 64.34%-40.0pp | 71.41%-47.1pp | 345.43%-321.1pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,581 | $7,111-49.6% | $6,710-46.6% | $5,851-38.8% |
| Admin fee / account holder | $1,635 | $12,125-86.5% | $10,264-84.1% | $11,599-85.9% |