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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 | $116,525 | $152,394-23.5% | $124,067-6.1% | $155,188-24.9% |
| Participation rate | 58.8% | 68.8%-10.0pp | 66.9%-8.1pp | 80.8%-22.0pp |
| Annual return | 10.28% | 34.93%-24.7pp | 31.06%-20.8pp | 148.84%-138.6pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,166-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,353 | $3,823+40.0% | $3,463+54.6% | $6,531-18.0% |
| Admin fee / account holder | $2,808 | $6,949-59.6% | $7,351-61.8% | $14,480-80.6% |