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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 | $121,399 | $178,174-31.9% | $156,181-22.3% | $137,256-11.6% |
| Participation rate | 53.3% | 82.0%-28.7pp | 78.8%-25.5pp | 80.0%-26.6pp |
| Annual return | 16.95% | 84.19%-67.2pp | 64.87%-47.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,404 | $6,888-65.1% | $6,132-60.8% | $6,407-62.5% |
| Admin fee / account holder | $2,876 | $17,404-83.5% | $14,586-80.3% | $12,270-76.6% |