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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 | $169,421 | $174,379-2.8% | $152,093+11.4% | $138,895+22.0% |
| Participation rate | 52.6% | 81.6%-29.0pp | 77.8%-25.1pp | 79.9%-27.3pp |
| Annual return | 15.18% | 74.86%-59.7pp | 66.36%-51.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,452 | $6,159-60.2% | $5,451-55.0% | $6,396-61.7% |
| Admin fee / account holder | $2,552 | $16,880-84.9% | $14,497-82.4% | $12,562-79.7% |