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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 | $111,061 | $225,673-50.8% | $203,872-45.5% | $155,188-28.4% |
| Participation rate | 25.0% | 80.3%-55.3pp | 77.8%-52.8pp | 80.8%-55.8pp |
| Annual return | 9.52% | 95.91%-86.4pp | 85.11%-75.6pp | 148.84%-139.3pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,207 | $6,893-53.5% | $6,388-49.8% | $6,531-50.9% |
| Admin fee / account holder | $3,550 | $12,327-71.2% | $11,730-69.7% | $14,480-75.5% |