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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 | $108,711 | $165,361-34.3% | $149,715-27.4% | $158,950-31.6% |
| Participation rate | 35.7% | 84.6%-48.9pp | 82.5%-46.8pp | 82.0%-46.2pp |
| Annual return | 13.77% | 348.24%-334.5pp | 276.66%-262.9pp | 302.91%-289.1pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,469 | $7,182+4.0% | $6,842+9.2% | $5,983+24.8% |
| Admin fee / account holder | $1,022 | $10,808-90.5% | $9,310-89.0% | $11,248-90.9% |