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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 | $100,479 | $134,817-25.5% | $123,973-19.0% | $155,188-35.3% |
| Participation rate | 52.9% | 79.4%-26.5pp | 76.7%-23.7pp | 80.8%-27.9pp |
| Annual return | 8.26% | 515.49%-507.2pp | 388.13%-379.9pp | 148.84%-140.6pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,212 | $5,706-43.7% | $5,247-38.8% | $6,531-50.8% |
| Admin fee / account holder | $383 | $13,245-97.1% | $11,799-96.8% | $14,480-97.4% |