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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 | $107,361 | $157,304-31.7% | $141,197-24.0% | $152,909-29.8% |
| Participation rate | 39.1% | 84.8%-45.7pp | 82.5%-43.3pp | 82.5%-43.3pp |
| Annual return | 17.84% | 64.34%-46.5pp | 71.41%-53.6pp | 345.46%-327.6pp |
| Employer contribution / active EE | $711 | $5,263-86.5% | $4,736-85.0% | $4,764-85.1% |
| Participant deferral / active EE | $2,356 | $7,111-66.9% | $6,710-64.9% | $5,851-59.7% |
| Admin fee / account holder | $4,528 | $12,126-62.7% | $10,265-55.9% | $11,601-61.0% |