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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 | $72,370 | $154,228-53.1% | $145,433-50.2% | $137,256-47.3% |
| Participation rate | 21.7% | 83.8%-62.1pp | 82.1%-60.4pp | 80.0%-58.2pp |
| Annual return | 13.29% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,936 | $8,216-64.3% | $7,897-62.8% | $6,407-54.2% |
| Admin fee / account holder | $2,399 | $14,344-83.3% | $13,129-81.7% | $12,270-80.5% |