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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 | $143,706 | $228,352-37.1% | $185,835-22.7% | $158,966-9.6% |
| Participation rate | 23.5% | 82.3%-58.8pp | 78.0%-54.5pp | 82.0%-58.4pp |
| Annual return | 20.19% | 40.81%-20.6pp | 35.96%-15.8pp | 302.95%-282.8pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,326 | $6,416-63.8% | $5,633-58.7% | $5,983-61.1% |
| Admin fee / account holder | $678 | $11,867-94.3% | $9,502-92.9% | $11,250-94.0% |