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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 | $165,661 | $225,673-26.6% | $203,872-18.7% | $155,188+6.7% |
| Participation rate | 69.2% | 80.3%-11.1pp | 77.8%-8.6pp | 80.8%-11.6pp |
| Annual return | 16.64% | 95.91%-79.3pp | 85.11%-68.5pp | 148.84%-132.2pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,234 | $6,893+63.0% | $6,388+75.9% | $6,531+72.0% |
| Admin fee / account holder | $10,849 | $12,327-12.0% | $11,730-7.5% | $14,480-25.1% |