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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 | $156,398-32.5% | $147,318-28.3% | $138,895-24.0% |
| Participation rate | 19.0% | 83.8%-64.7pp | 82.1%-63.0pp | 79.9%-60.9pp |
| Annual return | 13.84% | 78.75%-64.9pp | 70.43%-56.6pp | 145.39%-131.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,992 | $8,237-63.7% | $7,906-62.2% | $6,396-53.2% |
| Admin fee / account holder | $14,837 | $14,976-0.9% | $13,708+8.2% | $12,562+18.1% |