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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 | $98,542 | $142,354-30.8% | $125,529-21.5% | $155,188-36.5% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.7%-8.1pp | 80.8%-14.1pp |
| Annual return | 16.14% | 306.06%-289.9pp | 202.56%-186.4pp | 148.84%-132.7pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,669 | $5,491-33.2% | $4,813-23.8% | $6,531-43.8% |
| Admin fee / account holder | $4,627 | $19,392-76.1% | $16,298-71.6% | $14,480-68.0% |