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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 | $112,130 | $183,516-38.9% | $155,534-27.9% | $145,884-23.1% |
| Participation rate | 36.4% | 82.7%-46.3pp | 78.2%-41.9pp | 80.3%-43.9pp |
| Annual return | 17.32% | 61.43%-44.1pp | 64.92%-47.6pp | 551.85%-534.5pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,941 | $6,467-54.5% | $5,630-47.8% | $6,690-56.0% |
| Admin fee / account holder | $1,889 | $19,293-90.2% | $15,900-88.1% | $13,392-85.9% |