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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 | $65,504 | $127,387-48.6% | $115,038-43.1% | $125,389-47.8% |
| Participation rate | 68.8% | 84.2%-15.4pp | 81.4%-12.6pp | 83.2%-14.4pp |
| Annual return | 1.14% | 31.28%-30.1pp | 26.14%-25.0pp | 282.24%-281.1pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,041 | $6,423+9.6% | $6,026+16.8% | $5,352+31.6% |
| Admin fee / account holder | $477 | $9,516-95.0% | $8,175-94.2% | $9,541-95.0% |