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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 | $90,351 | $174,379-48.2% | $152,093-40.6% | $138,895-35.0% |
| Participation rate | 46.2% | 81.6%-35.5pp | 77.8%-31.6pp | 79.9%-33.8pp |
| Annual return | 15.76% | 74.86%-59.1pp | 66.36%-50.6pp | 145.39%-129.6pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,021 | $6,159-2.2% | $5,451+10.5% | $6,396-5.9% |
| Admin fee / account holder | $64,844 | $16,880+284.1% | $14,497+347.3% | $12,562+416.2% |