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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 | $112,731 | $142,354-20.8% | $125,529-10.2% | $155,188-27.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.7%-24.7pp | 80.8%-30.8pp |
| Annual return | 14.15% | 306.06%-291.9pp | 202.56%-188.4pp | 148.84%-134.7pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,804 | $5,491-30.7% | $4,813-21.0% | $6,531-41.8% |
| Admin fee / account holder | $15,545 | $19,392-19.8% | $16,298-4.6% | $14,480+7.4% |