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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 | $105,587 | $114,119-7.5% | $107,187-1.5% | $138,895-24.0% |
| Participation rate | 53.8% | 78.1%-24.2pp | 75.0%-21.2pp | 79.9%-26.1pp |
| Annual return | 12.85% | 273.21%-260.4pp | 204.55%-191.7pp | 145.39%-132.5pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,586 | $5,538-53.3% | $5,096-49.2% | $6,396-59.6% |
| Admin fee / account holder | $540 | $10,024-94.6% | $9,162-94.1% | $12,562-95.7% |