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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 | $143,411 | $155,555-7.8% | $146,866-2.4% | $155,188-7.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.5%-22.5pp | 80.8%-20.8pp |
| Annual return | 13.57% | 115.41%-101.8pp | 102.85%-89.3pp | 148.84%-135.3pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,613 | $8,044-42.7% | $7,759-40.6% | $6,531-29.4% |
| Admin fee / account holder | $30,844 | $14,755+109.0% | $13,620+126.5% | $14,480+113.0% |