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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 | $181,585 | $155,555+16.7% | $146,866+23.6% | $155,188+17.0% |
| Participation rate | 63.6% | 84.0%-20.3pp | 82.5%-18.9pp | 80.8%-17.2pp |
| Annual return | 12.01% | 115.41%-103.4pp | 102.85%-90.8pp | 148.84%-136.8pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $15,442 | $8,044+92.0% | $7,759+99.0% | $6,531+136.4% |
| Admin fee / account holder | $1,747 | $14,755-88.2% | $13,620-87.2% | $14,480-87.9% |