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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 | $109,274 | $176,402-38.1% | $134,162-18.6% | $158,966-31.3% |
| Participation rate | 40.0% | 78.7%-38.7pp | 72.2%-32.2pp | 82.0%-42.0pp |
| Annual return | 13.27% | 63.66%-50.4pp | 36.35%-23.1pp | 302.95%-289.7pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,340 | $4,093-42.8% | $3,500-33.1% | $5,983-60.9% |
| Admin fee / account holder | $3,312 | $8,719-62.0% | $6,685-50.5% | $11,250-70.6% |