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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 | $41,737 | $155,555-73.2% | $146,866-71.6% | $155,188-73.1% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.5%-62.5pp | 80.8%-60.8pp |
| Annual return | 20.65% | 115.41%-94.8pp | 102.85%-82.2pp | 148.84%-128.2pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,618 | $8,044-42.6% | $7,759-40.5% | $6,531-29.3% |
| Admin fee / account holder | $13,282 | $14,755-10.0% | $13,620-2.5% | $14,480-8.3% |