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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 | $106,228 | $142,354-25.4% | $125,529-15.4% | $155,188-31.5% |
| Participation rate | 68.8% | 78.1%-9.3pp | 74.7%-6.0pp | 80.8%-12.1pp |
| Annual return | 8.15% | 306.06%-297.9pp | 202.56%-194.4pp | 148.84%-140.7pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,883 | $5,491-47.5% | $4,813-40.1% | $6,531-55.9% |
| Admin fee / account holder | $10,718 | $19,392-44.7% | $16,298-34.2% | $14,480-26.0% |