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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 | $153,921 | $165,399-6.9% | $149,745+2.8% | $158,982-3.2% |
| Participation rate | 42.1% | 84.6%-42.5pp | 82.5%-40.4pp | 82.0%-39.9pp |
| Annual return | 16.72% | 348.34%-331.6pp | 276.72%-260.0pp | 302.99%-286.3pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,256 | $7,183-54.7% | $6,843-52.4% | $5,983-45.6% |
| Admin fee / account holder | $18,537 | $10,811+71.5% | $9,312+99.1% | $11,252+64.8% |