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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 | $95,993 | $225,673-57.5% | $203,872-52.9% | $155,188-38.1% |
| Participation rate | 37.5% | 80.3%-42.8pp | 77.8%-40.3pp | 80.8%-43.3pp |
| Annual return | 11.91% | 95.91%-84.0pp | 85.11%-73.2pp | 148.84%-136.9pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,497 | $6,893-78.3% | $6,388-76.6% | $6,531-77.1% |
| Admin fee / account holder | $14,318 | $12,327+16.2% | $11,730+22.1% | $14,480-1.1% |