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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 | $167,240 | $165,361+1.1% | $149,715+11.7% | $158,950+5.2% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 21.78% | 348.24%-326.5pp | 276.66%-254.9pp | 302.91%-281.1pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,261 | $7,182-26.7% | $6,842-23.1% | $5,983-12.1% |
| Admin fee / account holder | $620 | $10,808-94.3% | $9,310-93.3% | $11,248-94.5% |