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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 | $126,838 | $209,336-39.4% | $197,124-35.7% | $137,256-7.6% |
| Participation rate | 52.6% | 87.3%-34.7pp | 86.7%-34.1pp | 80.0%-27.3pp |
| Annual return | 33.60% | 48.09%-14.5pp | 44.34%-10.7pp | 220.34%-186.7pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,638 | $9,614-20.6% | $9,135-16.4% | $6,407+19.2% |
| Admin fee / account holder | $4,145 | $17,308-76.1% | $16,298-74.6% | $12,270-66.2% |