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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 | $90,700 | $185,312-51.1% | $161,489-43.8% | $154,746-41.4% |
| Participation rate | 46.2% | 82.5%-36.3pp | 78.7%-32.5pp | 80.7%-34.5pp |
| Annual return | 20.58% | 103.84%-83.3pp | 89.72%-69.1pp | 172.34%-151.8pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,123 | $6,350+12.2% | $5,630+26.5% | $6,730+5.8% |
| Admin fee / account holder | $668 | $18,654-96.4% | $16,006-95.8% | $14,365-95.3% |