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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 | $168,978 | $176,120-4.1% | $159,487+6.0% | $167,553+0.9% |
| Participation rate | 60.9% | 85.0%-24.1pp | 82.8%-22.0pp | 82.1%-21.2pp |
| Annual return | 21.23% | 331.95%-310.7pp | 263.71%-242.5pp | 478.89%-457.7pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $7,481 | $7,752-3.5% | $7,354+1.7% | $6,343+18.0% |
| Admin fee / account holder | $9,490 | $12,561-24.4% | $10,804-12.2% | $12,316-22.9% |