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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 | $74,295 | $127,387-41.7% | $115,038-35.4% | $125,389-40.7% |
| Participation rate | 63.6% | 84.2%-20.5pp | 81.4%-17.7pp | 83.2%-19.6pp |
| Annual return | 10.05% | 31.28%-21.2pp | 26.14%-16.1pp | 282.24%-272.2pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,709 | $6,423-26.7% | $6,026-21.9% | $5,352-12.0% |
| Admin fee / account holder | $8,545 | $9,516-10.2% | $8,175+4.5% | $9,541-10.4% |