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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 | $121,450 | $165,399-26.6% | $149,745-18.9% | $158,982-23.6% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 18.23% | 348.34%-330.1pp | 276.72%-258.5pp | 302.99%-284.8pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,029 | $7,183-43.9% | $6,843-41.1% | $5,983-32.7% |
| Admin fee / account holder | $968 | $10,811-91.0% | $9,312-89.6% | $11,252-91.4% |