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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 | $109,615 | $154,228-28.9% | $145,433-24.6% | $137,256-20.1% |
| Participation rate | 23.1% | 83.8%-60.7pp | 82.1%-59.0pp | 80.0%-56.9pp |
| Annual return | 14.38% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,801 | $8,216-65.9% | $7,897-64.5% | $6,407-56.3% |
| Admin fee / account holder | $8,702 | $14,344-39.3% | $13,129-33.7% | $12,270-29.1% |