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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 | $65,669 | $154,228-57.4% | $145,433-54.8% | $137,256-52.2% |
| Participation rate | 68.8% | 83.8%-15.0pp | 82.1%-13.4pp | 80.0%-11.2pp |
| Annual return | 15.24% | 74.59%-59.4pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,875 | $8,216-65.0% | $7,897-63.6% | $6,407-55.1% |
| Admin fee / account holder | $2,283 | $14,344-84.1% | $13,129-82.6% | $12,270-81.4% |