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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 | $116,657 | $140,592-17.0% | $123,105-5.2% | $125,389-7.0% |
| Participation rate | 37.5% | 88.2%-50.7pp | 86.8%-49.3pp | 83.2%-45.7pp |
| Annual return | -3.08% | 16.80%-19.9pp | 13.22%-16.3pp | 282.24%-285.3pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,038 | $6,980-56.5% | $6,229-51.2% | $5,352-43.2% |
| Admin fee / account holder | $6,514 | $11,198-41.8% | $9,014-27.7% | $9,541-31.7% |