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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 | $101,937 | $142,354-28.4% | $125,529-18.8% | $155,188-34.3% |
| Participation rate | 58.3% | 78.1%-19.7pp | 74.7%-16.4pp | 80.8%-22.5pp |
| Annual return | 24.15% | 306.06%-281.9pp | 202.56%-178.4pp | 148.84%-124.7pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,977 | $5,491-64.0% | $4,813-58.9% | $6,531-69.7% |
| Admin fee / account holder | $599 | $19,392-96.9% | $16,298-96.3% | $14,480-95.9% |