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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 | $134,907 | $176,786-23.7% | $146,643-8.0% | $167,536-19.5% |
| Participation rate | 46.2% | 83.6%-37.5pp | 80.1%-33.9pp | 82.1%-36.0pp |
| Annual return | 13.92% | 24.04%-10.1pp | 22.75%-8.8pp | 478.82%-464.9pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,930 | $6,440-54.5% | $5,506-46.8% | $6,342-53.8% |
| Admin fee / account holder | $4,170 | $13,262-68.6% | $10,280-59.4% | $12,315-66.1% |