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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 | $120,490 | $156,398-23.0% | $147,318-18.2% | $138,895-13.3% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 79.9%-39.9pp |
| Annual return | 22.26% | 78.75%-56.5pp | 70.43%-48.2pp | 145.39%-123.1pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,949 | $8,237-64.2% | $7,906-62.7% | $6,396-53.9% |
| Admin fee / account holder | $503 | $14,976-96.6% | $13,708-96.3% | $12,562-96.0% |