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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 | $134,817-12.3% | $123,973-4.6% | $155,188-23.8% |
| Participation rate | 42.9% | 79.4%-36.5pp | 76.7%-33.8pp | 80.8%-37.9pp |
| Annual return | 13.12% | 515.49%-502.4pp | 388.13%-375.0pp | 148.84%-135.7pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,999 | $5,706-65.0% | $5,247-61.9% | $6,531-69.4% |
| Admin fee / account holder | $2,092 | $13,245-84.2% | $11,799-82.3% | $14,480-85.6% |