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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 | $80,716 | $157,296-48.7% | $141,191-42.8% | $152,897-47.2% |
| Participation rate | 63.2% | 84.8%-21.7pp | 82.5%-19.3pp | 82.5%-19.3pp |
| Annual return | 18.47% | 64.34%-45.9pp | 71.41%-52.9pp | 345.43%-327.0pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,616 | $7,111-35.1% | $6,710-31.2% | $5,851-21.1% |
| Admin fee / account holder | $8,815 | $12,125-27.3% | $10,264-14.1% | $11,599-24.0% |