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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 | $147,771 | $209,405-29.4% | $178,486-17.2% | $158,931-7.0% |
| Participation rate | 47.8% | 86.4%-38.5pp | 81.9%-34.1pp | 82.0%-34.1pp |
| Annual return | 19.35% | 188.77%-169.4pp | 151.08%-131.7pp | 302.86%-283.5pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,124 | $5,954-30.7% | $5,202-20.7% | $5,982-31.1% |
| Admin fee / account holder | $1,850 | $17,076-89.2% | $13,985-86.8% | $11,247-83.5% |