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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 | $126,814 | $157,296-19.4% | $141,191-10.2% | $152,897-17.1% |
| Participation rate | 64.3% | 84.8%-20.5pp | 82.5%-18.2pp | 82.5%-18.2pp |
| Annual return | 15.84% | 64.34%-48.5pp | 71.41%-55.6pp | 345.43%-329.6pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,766 | $7,111+9.2% | $6,710+15.7% | $5,851+32.7% |
| Admin fee / account holder | $5,007 | $12,125-58.7% | $10,264-51.2% | $11,599-56.8% |