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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 | $162,136-32.4% | $152,301-28.0% | $154,746-29.2% |
| Participation rate | 23.1% | 84.1%-61.0pp | 82.4%-59.4pp | 80.7%-57.6pp |
| Annual return | 14.38% | 91.02%-76.6pp | 80.50%-66.1pp | 172.34%-158.0pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,801 | $8,341-66.4% | $8,004-65.0% | $6,730-58.4% |
| Admin fee / account holder | $8,702 | $15,759-44.8% | $14,398-39.6% | $14,365-39.4% |