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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 | $171,532 | $156,398+9.7% | $147,318+16.4% | $138,895+23.5% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 79.9%-17.4pp |
| Annual return | 13.85% | 78.75%-64.9pp | 70.43%-56.6pp | 145.39%-131.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,487 | $8,237-45.5% | $7,906-43.3% | $6,396-29.9% |
| Admin fee / account holder | $1,538 | $14,976-89.7% | $13,708-88.8% | $12,562-87.8% |