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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 | $95,804 | $141,001-32.1% | $112,228-14.6% | $139,487-31.3% |
| Participation rate | 12.5% | 79.2%-66.7pp | 72.4%-59.9pp | 80.3%-67.8pp |
| Annual return | 11.38% | 32.75%-21.4pp | 30.23%-18.8pp | 373.84%-362.5pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,432-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $4,800-100.0% | $6,713-100.0% |
| Admin fee / account holder | $931 | $9,959-90.7% | $7,752-88.0% | $11,407-91.8% |