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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 | $167,660 | $162,136+3.4% | $152,301+10.1% | $154,746+8.3% |
| Participation rate | 43.8% | 84.1%-40.4pp | 82.4%-38.7pp | 80.7%-37.0pp |
| Annual return | 18.05% | 91.02%-73.0pp | 80.50%-62.4pp | 172.34%-154.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,538 | $8,341-21.6% | $8,004-18.3% | $6,730-2.9% |
| Admin fee / account holder | $1,284 | $15,759-91.9% | $14,398-91.1% | $14,365-91.1% |