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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 | $58,983 | $184,014-67.9% | $161,149-63.4% | $138,895-57.5% |
| Participation rate | 10.0% | 82.1%-72.1pp | 78.8%-68.8pp | 79.9%-69.9pp |
| Annual return | 23.57% | 21.52%+2.0pp | 21.16%+2.4pp | 145.39%-121.8pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,824 | $6,909-59.1% | $6,153-54.1% | $6,396-55.8% |
| Admin fee / account holder | $32,260 | $18,027+79.0% | $15,194+112.3% | $12,562+156.8% |