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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 | $106,458 | $134,817-21.0% | $123,973-14.1% | $155,188-31.4% |
| Participation rate | 61.1% | 79.4%-18.3pp | 76.7%-15.5pp | 80.8%-19.7pp |
| Annual return | 14.15% | 515.49%-501.3pp | 388.13%-374.0pp | 148.84%-134.7pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,996 | $5,706-47.5% | $5,247-42.9% | $6,531-54.1% |
| Admin fee / account holder | $1,050 | $13,245-92.1% | $11,799-91.1% | $14,480-92.7% |