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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 | $110,300 | $148,623-25.8% | $135,974-18.9% | $139,466-20.9% |
| Participation rate | 58.3% | 83.9%-25.5pp | 81.9%-23.6pp | 80.3%-22.0pp |
| Annual return | 15.57% | 79.30%-63.7pp | 68.30%-52.7pp | 373.66%-358.1pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $10,755 | $8,103+32.7% | $7,760+38.6% | $6,712+60.2% |
| Admin fee / account holder | $2,992 | $12,406-75.9% | $10,767-72.2% | $11,409-73.8% |