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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 | $114,136 | $134,817-15.3% | $123,973-7.9% | $155,188-26.5% |
| Participation rate | 53.3% | 79.4%-26.1pp | 76.7%-23.3pp | 80.8%-27.5pp |
| Annual return | 12.67% | 515.49%-502.8pp | 388.13%-375.5pp | 148.84%-136.2pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,357 | $5,706-41.2% | $5,247-36.0% | $6,531-48.6% |
| Admin fee / account holder | $1,276 | $13,245-90.4% | $11,799-89.2% | $14,480-91.2% |