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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 | $105,760 | $156,398-32.4% | $147,318-28.2% | $138,895-23.9% |
| Participation rate | 26.7% | 83.8%-57.1pp | 82.1%-55.4pp | 79.9%-53.3pp |
| Annual return | 13.94% | 78.75%-64.8pp | 70.43%-56.5pp | 145.39%-131.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,255 | $8,237-48.3% | $7,906-46.2% | $6,396-33.5% |
| Admin fee / account holder | $17,438 | $14,976+16.4% | $13,708+27.2% | $12,562+38.8% |