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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 | $164,166 | $157,296+4.4% | $141,191+16.3% | $152,897+7.4% |
| Participation rate | 69.2% | 84.8%-15.6pp | 82.5%-13.2pp | 82.5%-13.2pp |
| Annual return | 19.83% | 64.34%-44.5pp | 71.41%-51.6pp | 345.43%-325.6pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,207 | $7,111-54.9% | $6,710-52.2% | $5,851-45.2% |
| Admin fee / account holder | $506 | $12,125-95.8% | $10,264-95.1% | $11,599-95.6% |