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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 | $111,357 | $209,336-46.8% | $197,124-43.5% | $137,256-18.9% |
| Participation rate | 68.2% | 87.3%-19.1pp | 86.7%-18.5pp | 80.0%-11.8pp |
| Annual return | 16.27% | 48.09%-31.8pp | 44.34%-28.1pp | 220.34%-204.1pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,916 | $9,614-38.5% | $9,135-35.2% | $6,407-7.7% |
| Admin fee / account holder | $5,907 | $17,308-65.9% | $16,298-63.8% | $12,270-51.9% |