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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 | $71,847 | $155,555-53.8% | $146,866-51.1% | $155,188-53.7% |
| Participation rate | 58.8% | 84.0%-25.1pp | 82.5%-23.7pp | 80.8%-22.0pp |
| Annual return | 12.57% | 115.41%-102.8pp | 102.85%-90.3pp | 148.84%-136.3pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,283 | $8,044-9.5% | $7,759-6.1% | $6,531+11.5% |
| Admin fee / account holder | $5,290 | $14,755-64.1% | $13,620-61.2% | $14,480-63.5% |