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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 | $98,788 | $135,956-27.3% | $123,894-20.3% | $273,972-63.9% |
| Participation rate | 63.6% | 84.1%-20.4pp | 81.4%-17.8pp | 83.0%-19.4pp |
| Annual return | 4.73% | 56.63%-51.9pp | 47.52%-42.8pp | 41.46%-36.7pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,221 | $6,343-33.5% | $5,984-29.5% | $5,287-20.2% |
| Admin fee / account holder | $8,190 | $9,817-16.6% | $8,357-2.0% | $10,133-19.2% |