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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 | $154,039 | $154,365-0.2% | $130,231+18.3% | $139,466+10.4% |
| Participation rate | 66.7% | 79.9%-13.3pp | 76.3%-9.6pp | 80.3%-13.7pp |
| Annual return | 15.47% | 30.53%-15.1pp | 38.86%-23.4pp | 373.66%-358.2pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,126-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,960 | $8,498-6.3% | $6,799+17.1% | $6,712+18.6% |
| Admin fee / account holder | $1,665 | $9,214-81.9% | $6,020-72.3% | $11,409-85.4% |