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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 | $109,454 | $105,145+4.1% | $94,664+15.6% | $139,466-21.5% |
| Participation rate | 57.1% | 82.4%-25.2pp | 80.8%-23.7pp | 80.3%-23.2pp |
| Annual return | 26.73% | 38.09%-11.4pp | 156.84%-130.1pp | 373.66%-346.9pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,990 | $7,599+18.3% | $7,417+21.2% | $6,712+33.9% |
| Admin fee / account holder | $7,696 | $8,972-14.2% | $7,222+6.6% | $11,409-32.5% |