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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 | $148,597 | $165,361-10.1% | $149,715-0.7% | $158,950-6.5% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.2pp | 82.0%-12.7pp |
| Annual return | 16.04% | 348.24%-332.2pp | 276.66%-260.6pp | 302.91%-286.9pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,647 | $7,182-7.4% | $6,842-2.8% | $5,983+11.1% |
| Admin fee / account holder | $4,780 | $10,808-55.8% | $9,310-48.7% | $11,248-57.5% |