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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 | $112,921 | $199,109-43.3% | $173,730-35.0% | $154,746-27.0% |
| Participation rate | 52.9% | 82.8%-29.9pp | 79.6%-26.6pp | 80.7%-27.8pp |
| Annual return | 11.29% | 20.02%-8.7pp | 19.96%-8.7pp | 172.34%-161.0pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,174 | $7,113-55.4% | $6,326-49.8% | $6,730-52.8% |
| Admin fee / account holder | $4,098 | $20,916-80.4% | $17,523-76.6% | $14,365-71.5% |