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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 | $145,915 | $114,119+27.9% | $107,187+36.1% | $138,895+5.1% |
| Participation rate | 52.9% | 78.1%-25.1pp | 75.0%-22.1pp | 79.9%-27.0pp |
| Annual return | 15.15% | 273.21%-258.1pp | 204.55%-189.4pp | 145.39%-130.2pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,909 | $5,538-47.5% | $5,096-42.9% | $6,396-54.5% |
| Admin fee / account holder | $672 | $10,024-93.3% | $9,162-92.7% | $12,562-94.6% |