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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 | $110,029 | $140,592-21.7% | $123,106-10.6% | $125,393-12.3% |
| Participation rate | 65.0% | 88.2%-23.2pp | 86.8%-21.8pp | 83.2%-18.2pp |
| Annual return | 1.62% | 16.80%-15.2pp | 13.22%-11.6pp | 282.23%-280.6pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $9,146 | $6,980+31.0% | $6,229+46.8% | $5,351+70.9% |
| Admin fee / account holder | $7,117 | $11,198-36.4% | $9,015-21.0% | $9,541-25.4% |