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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 | $89,636 | $228,352-60.7% | $185,835-51.8% | $158,966-43.6% |
| Participation rate | 40.9% | 82.3%-41.4pp | 78.0%-37.1pp | 82.0%-41.1pp |
| Annual return | 8.20% | 40.81%-32.6pp | 35.96%-27.8pp | 302.95%-294.7pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,226 | $6,416-65.3% | $5,633-60.5% | $5,983-62.8% |
| Admin fee / account holder | $12,323 | $11,867+3.8% | $9,502+29.7% | $11,250+9.5% |