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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 | $66,460 | $127,386-47.8% | $115,037-42.2% | $125,393-47.0% |
| Participation rate | 31.3% | 84.2%-52.9pp | 81.4%-50.1pp | 83.2%-51.9pp |
| Annual return | 0.95% | 31.28%-30.3pp | 26.14%-25.2pp | 282.23%-281.3pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,565 | $6,423-44.5% | $6,026-40.8% | $5,351-33.4% |
| Admin fee / account holder | $11,016 | $9,516+15.8% | $8,175+34.7% | $9,541+15.5% |