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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 | $181,062-6.4% | $158,223+7.1% | $155,188+9.2% |
| Participation rate | 52.6% | 82.7%-30.0pp | 79.2%-26.6pp | 80.8%-28.2pp |
| Annual return | 15.18% | 57.39%-42.2pp | 52.09%-36.9pp | 148.84%-133.7pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,452 | $6,134-60.0% | $5,467-55.2% | $6,531-62.5% |
| Admin fee / account holder | $2,552 | $18,825-86.4% | $16,047-84.1% | $14,480-82.4% |