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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 | $89,593 | $157,276-43.0% | $141,177-36.5% | $152,885-41.4% |
| Participation rate | 36.4% | 84.8%-48.5pp | 82.5%-46.1pp | 82.5%-46.1pp |
| Annual return | 22.96% | 64.33%-41.4pp | 71.40%-48.4pp | 345.39%-322.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,756 | $7,110-47.2% | $6,710-44.0% | $5,851-35.8% |
| Admin fee / account holder | $8,817 | $12,123-27.3% | $10,263-14.1% | $11,598-24.0% |