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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 | $166,138 | $148,623+11.8% | $135,974+22.2% | $139,466+19.1% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 14.64% | 79.30%-64.7pp | 68.30%-53.7pp | 373.66%-359.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,630 | $8,103-5.8% | $7,760-1.7% | $6,712+13.7% |
| Admin fee / account holder | $2,570 | $12,406-79.3% | $10,767-76.1% | $11,409-77.5% |