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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 | $159,721 | $148,582+7.5% | $135,942+17.5% | $139,456+14.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 17.92% | 79.26%-61.3pp | 68.28%-50.4pp | 373.45%-355.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $8,479 | $8,101+4.7% | $7,759+9.3% | $6,711+26.3% |
| Admin fee / account holder | $4,692 | $12,402-62.2% | $10,764-56.4% | $11,407-58.9% |