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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 | $115,807 | $114,119+1.5% | $107,187+8.0% | $138,895-16.6% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 79.9%-24.4pp |
| Annual return | 20.05% | 273.21%-253.2pp | 204.55%-184.5pp | 145.39%-125.3pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,348 | $5,538-21.5% | $5,096-14.7% | $6,396-32.0% |
| Admin fee / account holder | $847 | $10,024-91.5% | $9,162-90.8% | $12,562-93.3% |