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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 | $214,595 | $155,555+38.0% | $146,866+46.1% | $155,188+38.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.5%-22.5pp | 80.8%-20.8pp |
| Annual return | 13.47% | 115.41%-101.9pp | 102.85%-89.4pp | 148.84%-135.4pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,803 | $8,044-52.7% | $7,759-51.0% | $6,531-41.8% |
| Admin fee / account holder | $49,100 | $14,755+232.8% | $13,620+260.5% | $14,480+239.1% |