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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 | $155,154 | $176,120-11.9% | $159,487-2.7% | $167,553-7.4% |
| Participation rate | 57.1% | 85.0%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 13.83% | 331.95%-318.1pp | 263.71%-249.9pp | 478.89%-465.1pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $7,307 | $7,752-5.7% | $7,354-0.6% | $6,343+15.2% |
| Admin fee / account holder | $1,641 | $12,561-86.9% | $10,804-84.8% | $12,316-86.7% |