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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 | $112,056 | $162,136-30.9% | $152,301-26.4% | $154,746-27.6% |
| Participation rate | 42.1% | 84.1%-42.0pp | 82.4%-40.3pp | 80.7%-38.6pp |
| Annual return | 12.46% | 91.02%-78.6pp | 80.50%-68.0pp | 172.34%-159.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,854 | $8,341-53.8% | $8,004-51.9% | $6,730-42.7% |
| Admin fee / account holder | $2,444 | $15,759-84.5% | $14,398-83.0% | $14,365-83.0% |