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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 | $159,448 | $129,737+22.9% | $119,126+33.8% | $154,746+3.0% |
| Participation rate | 57.1% | 78.9%-21.7pp | 75.8%-18.6pp | 80.7%-23.6pp |
| Annual return | 16.21% | 379.08%-362.9pp | 282.11%-265.9pp | 172.34%-156.1pp |
| Employer contribution / active EE | $605 | $4,375-86.2% | $4,034-85.0% | $4,379-86.2% |
| Participant deferral / active EE | $5,083 | $5,842-13.0% | $5,318-4.4% | $6,730-24.5% |
| Admin fee / account holder | $6,672 | $11,961-44.2% | $10,693-37.6% | $14,365-53.6% |