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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 | $102,901 | $155,555-33.8% | $146,866-29.9% | $155,188-33.7% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.5%-25.4pp | 80.8%-23.7pp |
| Annual return | 13.40% | 115.41%-102.0pp | 102.85%-89.5pp | 148.84%-135.4pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,134 | $8,044-61.0% | $7,759-59.6% | $6,531-52.0% |
| Admin fee / account holder | $15,043 | $14,755+2.0% | $13,620+10.4% | $14,480+3.9% |