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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 | $51,180 | $181,896-71.9% | $156,551-67.3% | $273,972-81.3% |
| Participation rate | 27.3% | 88.4%-61.1pp | 84.0%-56.7pp | 83.0%-55.7pp |
| Annual return | 7.14% | 30.74%-23.6pp | 32.23%-25.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,264 | $5,550-23.2% | $4,871-12.5% | $5,287-19.4% |
| Admin fee / account holder | $1,818 | $15,560-88.3% | $13,028-86.0% | $10,133-82.1% |