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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 | $167,036 | $174,379-4.2% | $152,093+9.8% | $138,895+20.3% |
| Participation rate | 41.7% | 81.6%-40.0pp | 77.8%-36.1pp | 79.9%-38.3pp |
| Annual return | 14.92% | 74.86%-59.9pp | 66.36%-51.4pp | 145.39%-130.5pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,691 | $6,159-40.1% | $5,451-32.3% | $6,396-42.3% |
| Admin fee / account holder | $3,070 | $16,880-81.8% | $14,497-78.8% | $12,562-75.6% |