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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 | $64,525 | $154,228-58.2% | $145,433-55.6% | $137,256-53.0% |
| Participation rate | 23.5% | 83.8%-60.3pp | 82.1%-58.6pp | 80.0%-56.4pp |
| Annual return | 19.42% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,486 | $8,216-69.7% | $7,897-68.5% | $6,407-61.2% |
| Admin fee / account holder | $522 | $14,344-96.4% | $13,129-96.0% | $12,270-95.7% |