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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 | $109,464 | $165,381-33.8% | $149,730-26.9% | $158,966-31.1% |
| Participation rate | 46.7% | 84.6%-37.9pp | 82.5%-35.8pp | 82.0%-35.3pp |
| Annual return | 19.82% | 348.29%-328.5pp | 276.70%-256.9pp | 302.95%-283.1pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,635 | $7,182-7.6% | $6,843-3.0% | $5,983+10.9% |
| Admin fee / account holder | $684 | $10,809-93.7% | $9,310-92.7% | $11,250-93.9% |