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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 | $189,555 | $174,379+8.7% | $152,093+24.6% | $138,895+36.5% |
| Participation rate | 63.6% | 81.6%-18.0pp | 77.8%-14.1pp | 79.9%-16.3pp |
| Annual return | 11.13% | 74.86%-63.7pp | 66.36%-55.2pp | 145.39%-134.3pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,795 | $6,159-38.4% | $5,451-30.4% | $6,396-40.7% |
| Admin fee / account holder | $106,210 | $16,880+529.2% | $14,497+632.7% | $12,562+745.5% |