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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 | $108,204 | $172,111-37.1% | $150,298-28.0% | $137,256-21.2% |
| Participation rate | 22.2% | 81.7%-59.5pp | 77.8%-55.5pp | 80.0%-57.7pp |
| Annual return | 14.71% | 69.37%-54.7pp | 62.79%-48.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,731 | $6,166-55.7% | $5,453-49.9% | $6,407-57.4% |
| Admin fee / account holder | $39,984 | $16,471+142.8% | $14,116+183.3% | $12,270+225.9% |