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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 | $139,755 | $157,304-11.2% | $141,197-1.0% | $152,909-8.6% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 21.01% | 64.34%-43.3pp | 71.41%-50.4pp | 345.46%-324.5pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,133 | $7,111-27.8% | $6,710-23.5% | $5,851-12.3% |
| Admin fee / account holder | $3,534 | $12,126-70.9% | $10,265-65.6% | $11,601-69.5% |