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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 | $165,928 | $157,296+5.5% | $141,191+17.5% | $152,897+8.5% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 20.96% | 64.34%-43.4pp | 71.41%-50.4pp | 345.43%-324.5pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,945 | $7,111-2.3% | $6,710+3.5% | $5,851+18.7% |
| Admin fee / account holder | $17,639 | $12,125+45.5% | $10,264+71.9% | $11,599+52.1% |