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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 | $129,590 | $185,312-30.1% | $161,489-19.8% | $154,746-16.3% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 10.60% | 103.84%-93.2pp | 89.72%-79.1pp | 172.34%-161.7pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,000 | $6,350-68.5% | $5,630-64.5% | $6,730-70.3% |
| Admin fee / account holder | $2,581 | $18,654-86.2% | $16,006-83.9% | $14,365-82.0% |