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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 | $126,133 | $211,239-40.3% | $178,528-29.3% | $145,877-13.5% |
| Participation rate | 58.3% | 80.8%-22.5pp | 77.1%-18.8pp | 80.3%-22.0pp |
| Annual return | 11.53% | 30.22%-18.7pp | 27.11%-15.6pp | 551.28%-539.8pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,477 | $6,963-21.3% | $6,278-12.8% | $6,691-18.1% |
| Admin fee / account holder | $97,885 | $12,095+709.3% | $10,419+839.5% | $13,402+630.4% |