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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 | $110,094 | $199,109-44.7% | $173,730-36.6% | $154,746-28.9% |
| Participation rate | 58.3% | 82.8%-24.5pp | 79.6%-21.2pp | 80.7%-22.4pp |
| Annual return | 13.50% | 20.02%-6.5pp | 19.96%-6.5pp | 172.34%-158.8pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,411 | $7,113-52.0% | $6,326-46.1% | $6,730-49.3% |
| Admin fee / account holder | $684 | $20,916-96.7% | $17,523-96.1% | $14,365-95.2% |