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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 | $117,571 | $165,399-28.9% | $149,745-21.5% | $158,982-26.0% |
| Participation rate | 64.3% | 84.6%-20.3pp | 82.5%-18.2pp | 82.0%-17.7pp |
| Annual return | 12.11% | 348.34%-336.2pp | 276.72%-264.6pp | 302.99%-290.9pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,538 | $7,183-64.7% | $6,843-62.9% | $5,983-57.6% |
| Admin fee / account holder | $671 | $10,811-93.8% | $9,312-92.8% | $11,252-94.0% |