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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 | $107,617 | $132,099-18.5% | $115,599-6.9% | $138,895-22.5% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.3%-34.3pp | 79.9%-39.9pp |
| Annual return | 13.65% | 176.76%-163.1pp | 111.10%-97.4pp | 145.39%-131.7pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,992 | $5,617-28.9% | $4,889-18.4% | $6,396-37.6% |
| Admin fee / account holder | $1,169 | $15,650-92.5% | $12,841-90.9% | $12,562-90.7% |