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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 | $94,378 | $153,769-38.6% | $133,975-29.6% | $273,972-65.6% |
| Participation rate | 57.1% | 88.4%-31.2pp | 87.1%-29.9pp | 83.0%-25.9pp |
| Annual return | 6.95% | 36.51%-29.6pp | 29.29%-22.3pp | 41.46%-34.5pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,457 | $6,958-36.0% | $6,282-29.1% | $5,287-15.7% |
| Admin fee / account holder | $22,403 | $11,765+90.4% | $9,324+140.3% | $10,133+121.1% |