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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 | $156,614 | $148,629+5.4% | $135,982+15.2% | $139,487+12.3% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 16.57% | 79.33%-62.8pp | 68.32%-51.8pp | 373.84%-357.3pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $16,468 | $8,102+103.2% | $7,760+112.2% | $6,713+145.3% |
| Admin fee / account holder | $22,978 | $12,406+85.2% | $10,767+113.4% | $11,407+101.4% |