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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 | $143,242 | $155,555-7.9% | $146,866-2.5% | $155,188-7.7% |
| Participation rate | 12.5% | 84.0%-71.5pp | 82.5%-70.0pp | 80.8%-68.3pp |
| Annual return | 17.91% | 115.41%-97.5pp | 102.85%-84.9pp | 148.84%-130.9pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,120 | $8,044-48.8% | $7,759-46.9% | $6,531-36.9% |
| Admin fee / account holder | $1,538 | $14,755-89.6% | $13,620-88.7% | $14,480-89.4% |