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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 | $149,391 | $148,629+0.5% | $135,982+9.9% | $139,487+7.1% |
| Participation rate | 36.4% | 83.9%-47.5pp | 81.9%-45.6pp | 80.3%-44.0pp |
| Annual return | 22.69% | 79.33%-56.6pp | 68.32%-45.6pp | 373.84%-351.1pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,723 | $8,102-41.7% | $7,760-39.1% | $6,713-29.6% |
| Admin fee / account holder | $1,261 | $12,406-89.8% | $10,767-88.3% | $11,407-88.9% |