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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 | $171,631 | $160,028+7.3% | $147,080+16.7% | $145,884+17.6% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 10.07% | 98.60%-88.5pp | 420.17%-410.1pp | 551.85%-541.8pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,407 | $8,422-35.8% | $8,066-33.0% | $6,690-19.2% |
| Admin fee / account holder | $3,407 | $15,030-77.3% | $12,989-73.8% | $13,392-74.6% |