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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 | $104,281 | $136,860-23.8% | $120,344-13.3% | $154,746-32.6% |
| Participation rate | 60.0% | 79.9%-19.9pp | 76.7%-16.7pp | 80.7%-20.7pp |
| Annual return | 19.98% | 21.38%-1.4pp | 20.30%-0.3pp | 172.34%-152.4pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,182 | $5,793-27.8% | $5,135-18.6% | $6,730-37.9% |
| Admin fee / account holder | $1,704 | $15,393-88.9% | $12,742-86.6% | $14,365-88.1% |