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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 | $81,584 | $142,354-42.7% | $125,529-35.0% | $155,188-47.4% |
| Participation rate | 23.1% | 78.1%-55.0pp | 74.7%-51.6pp | 80.8%-57.7pp |
| Annual return | 10.63% | 306.06%-295.4pp | 202.56%-191.9pp | 148.84%-138.2pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,818 | $5,491-48.7% | $4,813-41.4% | $6,531-56.8% |
| Admin fee / account holder | $430 | $19,392-97.8% | $16,298-97.4% | $14,480-97.0% |