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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 | $61,966 | $156,398-60.4% | $147,318-57.9% | $138,895-55.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 17.10% | 78.75%-61.6pp | 70.43%-53.3pp | 145.39%-128.3pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,932 | $8,237-52.3% | $7,906-50.3% | $6,396-38.5% |
| Admin fee / account holder | $382 | $14,976-97.4% | $13,708-97.2% | $12,562-97.0% |