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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 | $81,669 | $202,463-59.7% | $169,397-51.8% | $139,487-41.5% |
| Participation rate | 25.0% | 81.1%-56.1pp | 77.2%-52.2pp | 80.3%-55.3pp |
| Annual return | 11.45% | 532.64%-521.2pp | 406.23%-394.8pp | 373.84%-362.4pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,570 | $6,941-63.0% | $6,223-58.7% | $6,713-61.7% |
| Admin fee / account holder | $2,170 | $10,726-79.8% | $9,017-75.9% | $11,407-81.0% |