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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 | $94,422 | $102,609-8.0% | $98,090-3.7% | $138,895-32.0% |
| Participation rate | 36.4% | 82.8%-46.4pp | 81.5%-45.2pp | 79.9%-43.6pp |
| Annual return | 17.96% | 36.44%-18.5pp | 37.05%-19.1pp | 145.39%-127.4pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,367 | $8,167-22.0% | $7,845-18.8% | $6,396-0.5% |
| Admin fee / account holder | $4,714 | $11,434-58.8% | $11,815-60.1% | $12,562-62.5% |