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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 | $36,054 | $135,956-73.5% | $123,894-70.9% | $273,972-86.8% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 9.29% | 56.63%-47.3pp | 47.52%-38.2pp | 41.46%-32.2pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,786 | $6,343+54.3% | $5,984+63.5% | $5,287+85.1% |
| Admin fee / account holder | $5,972 | $9,817-39.2% | $8,357-28.5% | $10,133-41.1% |