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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 | $94,977 | $215,361-55.9% | $171,082-44.5% | $273,972-65.3% |
| Participation rate | 54.5% | 82.0%-27.5pp | 76.7%-22.1pp | 83.0%-28.5pp |
| Annual return | 8.20% | 25.14%-16.9pp | 32.56%-24.4pp | 41.46%-33.3pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,531 | $5,543-72.4% | $4,797-68.1% | $5,287-71.1% |
| Admin fee / account holder | $3,192 | $10,846-70.6% | $8,520-62.5% | $10,133-68.5% |