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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 | $173,593 | $156,398+11.0% | $147,318+17.8% | $138,895+25.0% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 17.04% | 78.75%-61.7pp | 70.43%-53.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $21,317 | $8,237+158.8% | $7,906+169.6% | $6,396+233.3% |
| Admin fee / account holder | $19,271 | $14,976+28.7% | $13,708+40.6% | $12,562+53.4% |