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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 | $174,379-43.0% | $152,093-34.7% | $138,895-28.5% |
| Participation rate | 42.9% | 81.6%-38.8pp | 77.8%-34.9pp | 79.9%-37.1pp |
| Annual return | 17.23% | 74.86%-57.6pp | 66.36%-49.1pp | 145.39%-128.2pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,860 | $6,159-37.3% | $5,451-29.2% | $6,396-39.6% |
| Admin fee / account holder | $899 | $16,880-94.7% | $14,497-93.8% | $12,562-92.8% |