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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 | $143,242 | $156,398-8.4% | $147,318-2.8% | $138,895+3.1% |
| Participation rate | 12.5% | 83.8%-71.3pp | 82.1%-69.6pp | 79.9%-67.4pp |
| Annual return | 17.91% | 78.75%-60.8pp | 70.43%-52.5pp | 145.39%-127.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,120 | $8,237-50.0% | $7,906-47.9% | $6,396-35.6% |
| Admin fee / account holder | $1,538 | $14,976-89.7% | $13,708-88.8% | $12,562-87.8% |