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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 | $112,349 | $135,956-17.4% | $123,894-9.3% | $273,972-59.0% |
| Participation rate | 68.8% | 84.1%-15.3pp | 81.4%-12.7pp | 83.0%-14.3pp |
| Annual return | 6.15% | 56.63%-50.5pp | 47.52%-41.4pp | 41.46%-35.3pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,113 | $6,343-3.6% | $5,984+2.2% | $5,287+15.6% |
| Admin fee / account holder | $2,730 | $9,817-72.2% | $8,357-67.3% | $10,133-73.1% |