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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 | $185,748 | $185,312+0.2% | $161,489+15.0% | $154,746+20.0% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.7%-23.1pp | 80.7%-25.1pp |
| Annual return | 18.28% | 103.84%-85.6pp | 89.72%-71.4pp | 172.34%-154.1pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,151 | $6,350-18.9% | $5,630-8.5% | $6,730-23.5% |
| Admin fee / account holder | $5,235 | $18,654-71.9% | $16,006-67.3% | $14,365-63.6% |