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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 | $99,698 | $127,387-21.7% | $115,038-13.3% | $125,389-20.5% |
| Participation rate | 46.7% | 84.2%-37.5pp | 81.4%-34.7pp | 83.2%-36.5pp |
| Annual return | 0.59% | 31.28%-30.7pp | 26.14%-25.6pp | 282.24%-281.7pp |
| Employer contribution / active EE | $300 | $5,166-94.2% | $4,608-93.5% | $4,866-93.8% |
| Participant deferral / active EE | $2,591 | $6,423-59.7% | $6,026-57.0% | $5,352-51.6% |
| Admin fee / account holder | $43,672 | $9,516+358.9% | $8,175+434.2% | $9,541+357.7% |