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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 | $118,283 | $129,737-8.8% | $119,126-0.7% | $154,746-23.6% |
| Participation rate | 42.9% | 78.9%-36.0pp | 75.8%-32.9pp | 80.7%-37.8pp |
| Annual return | 13.12% | 379.08%-366.0pp | 282.11%-269.0pp | 172.34%-159.2pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,999 | $5,842-65.8% | $5,318-62.4% | $6,730-70.3% |
| Admin fee / account holder | $2,092 | $11,961-82.5% | $10,693-80.4% | $14,365-85.4% |