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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 | $103,372 | $212,777-51.4% | $173,703-40.5% | $198,609-48.0% |
| Participation rate | 45.8% | 81.1%-35.2pp | 75.9%-30.1pp | 82.4%-36.5pp |
| Annual return | 11.95% | 18.82%-6.9pp | 17.46%-5.5pp | 202.70%-190.7pp |
| Employer contribution / active EE | $0 | $5,214-100.0% | $4,288-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,771 | $5,697-16.2% | $4,854-1.7% | $6,977-31.6% |
| Admin fee / account holder | $11,957 | $19,536-38.8% | $15,562-23.2% | $19,030-37.2% |