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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 | $177,156-41.6% | $147,027-29.7% | $154,746-33.2% |
| Participation rate | 45.8% | 79.4%-33.5pp | 73.7%-27.9pp | 80.7%-34.9pp |
| Annual return | 11.95% | 21.94%-10.0pp | 20.23%-8.3pp | 172.34%-160.4pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,771 | $5,797-17.7% | $4,933-3.3% | $6,730-29.1% |
| Admin fee / account holder | $11,957 | $14,904-19.8% | $12,223-2.2% | $14,365-16.8% |