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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 | $162,893 | $139,948+16.4% | $121,663+33.9% | $154,746+5.3% |
| Participation rate | 59.1% | 78.0%-18.9pp | 74.5%-15.4pp | 80.7%-21.6pp |
| Annual return | 16.56% | 230.52%-214.0pp | 147.54%-131.0pp | 172.34%-155.8pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,562 | $5,629-18.9% | $4,887-6.6% | $6,730-32.2% |
| Admin fee / account holder | $1,249 | $17,321-92.8% | $14,289-91.3% | $14,365-91.3% |