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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 | $161,135 | $148,623+8.4% | $135,974+18.5% | $139,466+15.5% |
| Participation rate | 40.9% | 83.9%-43.0pp | 81.9%-41.0pp | 80.3%-39.4pp |
| Annual return | 14.07% | 79.30%-65.2pp | 68.30%-54.2pp | 373.66%-359.6pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,967 | $8,103-26.4% | $7,760-23.1% | $6,712-11.1% |
| Admin fee / account holder | $5,769 | $12,406-53.5% | $10,767-46.4% | $11,409-49.4% |