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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 | $139,490 | $196,972-29.2% | $182,262-23.5% | $198,609-29.8% |
| Participation rate | 28.6% | 85.7%-57.1pp | 84.2%-55.6pp | 82.4%-53.8pp |
| Annual return | 17.77% | 158.27%-140.5pp | 140.60%-122.8pp | 202.70%-184.9pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,571 | $8,643-0.8% | $8,276+3.6% | $6,977+22.9% |
| Admin fee / account holder | $1,943 | $18,429-89.5% | $16,712-88.4% | $19,030-89.8% |