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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 | $157,583 | $159,978-1.5% | $147,041+7.2% | $145,978+7.9% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.8pp |
| Annual return | 17.30% | 98.36%-81.1pp | 419.21%-401.9pp | 550.52%-533.2pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,429 | $8,429-59.3% | $8,071-57.5% | $6,690-48.7% |
| Admin fee / account holder | $8,597 | $15,053-42.9% | $13,006-33.9% | $13,400-35.8% |