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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 | $101,735 | $135,956-25.2% | $123,894-17.9% | $273,972-62.9% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 4.09% | 56.63%-52.5pp | 47.52%-43.4pp | 41.46%-37.4pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $11,614 | $6,343+83.1% | $5,984+94.1% | $5,287+119.7% |
| Admin fee / account holder | $55,963 | $9,817+470.0% | $8,357+569.6% | $10,133+452.3% |