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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 | $165,351-28.9% | $149,710-21.5% | $158,931-26.0% |
| Participation rate | 64.3% | 84.6%-20.3pp | 82.5%-18.2pp | 82.0%-17.7pp |
| Annual return | 12.11% | 348.19%-336.1pp | 276.63%-264.5pp | 302.86%-290.7pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,538 | $7,181-64.7% | $6,842-62.9% | $5,982-57.6% |
| Admin fee / account holder | $671 | $10,807-93.8% | $9,309-92.8% | $11,247-94.0% |