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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 | $87,519 | $174,379-49.8% | $152,093-42.5% | $138,895-37.0% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.8%-37.8pp | 79.9%-39.9pp |
| Annual return | 16.56% | 74.86%-58.3pp | 66.36%-49.8pp | 145.39%-128.8pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,936 | $6,159-19.9% | $5,451-9.5% | $6,396-22.8% |
| Admin fee / account holder | $1,699 | $16,880-89.9% | $14,497-88.3% | $12,562-86.5% |