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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 | $152,613 | $162,812-6.3% | $133,971+13.9% | $158,966-4.0% |
| Participation rate | 62.5% | 83.2%-20.7pp | 79.8%-17.3pp | 82.0%-19.5pp |
| Annual return | 16.07% | 41.94%-25.9pp | 45.09%-29.0pp | 302.95%-286.9pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,874 | $5,910-17.5% | $5,047-3.4% | $5,983-18.5% |
| Admin fee / account holder | $15,180 | $11,741+29.3% | $8,929+70.0% | $11,250+34.9% |