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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 | $99,405 | $211,288-53.0% | $178,540-44.3% | $145,884-31.9% |
| Participation rate | 58.3% | 80.8%-22.5pp | 77.1%-18.8pp | 80.3%-22.0pp |
| Annual return | 11.66% | 30.27%-18.6pp | 27.15%-15.5pp | 551.85%-540.2pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,488 | $6,967-78.6% | $6,281-76.3% | $6,690-77.8% |
| Admin fee / account holder | $2,047 | $12,105-83.1% | $10,424-80.4% | $13,392-84.7% |