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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 | $94,243 | $142,354-33.8% | $125,529-24.9% | $155,188-39.3% |
| Participation rate | 34.8% | 78.1%-43.3pp | 74.7%-39.9pp | 80.8%-46.0pp |
| Annual return | 13.37% | 306.06%-292.7pp | 202.56%-189.2pp | 148.84%-135.5pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,230 | $5,491-59.4% | $4,813-53.7% | $6,531-65.8% |
| Admin fee / account holder | $2,075 | $19,392-89.3% | $16,298-87.3% | $14,480-85.7% |