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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 | $105,603 | $154,228-31.5% | $145,433-27.4% | $137,256-23.1% |
| Participation rate | 19.0% | 83.8%-64.7pp | 82.1%-63.1pp | 80.0%-60.9pp |
| Annual return | 13.84% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,992 | $8,216-63.6% | $7,897-62.1% | $6,407-53.3% |
| Admin fee / account holder | $14,837 | $14,344+3.4% | $13,129+13.0% | $12,270+20.9% |