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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 | $55,141 | $153,769-64.1% | $133,975-58.8% | $273,972-79.9% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.1%-27.1pp | 83.0%-23.0pp |
| Annual return | 3.77% | 36.51%-32.7pp | 29.29%-25.5pp | 41.46%-37.7pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,612 | $6,958-48.1% | $6,282-42.5% | $5,287-31.7% |
| Admin fee / account holder | $1,386 | $11,765-88.2% | $9,324-85.1% | $10,133-86.3% |