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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 | $88,314 | $168,635-47.6% | $147,617-40.2% | $125,389-29.6% |
| Participation rate | 59.1% | 88.8%-29.7pp | 84.6%-25.5pp | 83.2%-24.1pp |
| Annual return | 4.08% | 77.65%-73.6pp | 61.98%-57.9pp | 282.24%-278.2pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,563 | $5,507-17.1% | $4,895-6.8% | $5,352-14.7% |
| Admin fee / account holder | $47,479 | $13,580+249.6% | $11,612+308.9% | $9,541+397.6% |