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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 | $133,471 | $107,809+23.8% | $97,032+37.6% | $155,188-14.0% |
| Participation rate | 18.8% | 75.5%-56.7pp | 71.6%-52.8pp | 80.8%-62.1pp |
| Annual return | 13.13% | 38.06%-24.9pp | 35.38%-22.2pp | 148.84%-135.7pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,335 | $5,129+4.0% | $4,672+14.2% | $6,531-18.3% |
| Admin fee / account holder | $36,150 | $10,717+237.3% | $9,418+283.8% | $14,480+149.7% |