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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 | $100,620 | $111,814-10.0% | $103,378-2.7% | $145,978-31.1% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 10.99% | 24.80%-13.8pp | 24.91%-13.9pp | 550.52%-539.5pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,368 | $5,618-40.1% | $5,058-33.4% | $6,690-49.7% |
| Admin fee / account holder | $522 | $9,764-94.7% | $8,401-93.8% | $13,400-96.1% |