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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 | $99,374 | $172,111-42.3% | $150,298-33.9% | $137,256-27.6% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 17.23% | 69.37%-52.1pp | 62.79%-45.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,860 | $6,166-37.4% | $5,453-29.2% | $6,407-39.7% |
| Admin fee / account holder | $899 | $16,471-94.5% | $14,116-93.6% | $12,270-92.7% |