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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 | $117,289 | $185,312-36.7% | $161,489-27.4% | $154,746-24.2% |
| Participation rate | 28.6% | 82.5%-53.9pp | 78.7%-50.1pp | 80.7%-52.1pp |
| Annual return | 20.71% | 103.84%-83.1pp | 89.72%-69.0pp | 172.34%-151.6pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,286 | $6,350-64.0% | $5,630-59.4% | $6,730-66.0% |
| Admin fee / account holder | $806 | $18,654-95.7% | $16,006-95.0% | $14,365-94.4% |