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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 | $115,465 | $153,769-24.9% | $133,975-13.8% | $273,972-57.9% |
| Participation rate | 61.5% | 88.4%-26.8pp | 87.1%-25.5pp | 83.0%-21.5pp |
| Annual return | 3.27% | 36.51%-33.2pp | 29.29%-26.0pp | 41.46%-38.2pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,347 | $6,958-51.9% | $6,282-46.7% | $5,287-36.7% |
| Admin fee / account holder | $3,919 | $11,765-66.7% | $9,324-58.0% | $10,133-61.3% |