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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 | $109,242 | $211,224-48.3% | $178,505-38.8% | $145,897-25.1% |
| Participation rate | 12.5% | 80.8%-68.3pp | 77.1%-64.6pp | 80.3%-67.8pp |
| Annual return | 13.23% | 30.28%-17.1pp | 27.16%-13.9pp | 552.29%-539.1pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,483 | $6,966-78.7% | $6,280-76.4% | $6,689-77.8% |
| Admin fee / account holder | $358 | $12,109-97.0% | $10,428-96.6% | $13,390-97.3% |