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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 | $73,686 | $178,174-58.6% | $156,181-52.8% | $137,256-46.3% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.8%-20.5pp | 80.0%-21.6pp |
| Annual return | 11.62% | 84.19%-72.6pp | 64.87%-53.3pp | 220.34%-208.7pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,487 | $6,888-63.9% | $6,132-59.4% | $6,407-61.2% |
| Admin fee / account holder | $5,016 | $17,404-71.2% | $14,586-65.6% | $12,270-59.1% |