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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 | $171,849 | $156,398+9.9% | $147,318+16.7% | $138,895+23.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 19.29% | 78.75%-59.5pp | 70.43%-51.1pp | 145.39%-126.1pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,000 | $8,237-2.9% | $7,906+1.2% | $6,396+25.1% |
| Admin fee / account holder | $1,114 | $14,976-92.6% | $13,708-91.9% | $12,562-91.1% |