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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 | $82,428 | $223,823-63.2% | $211,142-61.0% | $154,746-46.7% |
| Participation rate | 55.6% | 87.9%-32.3pp | 87.3%-31.7pp | 80.7%-25.1pp |
| Annual return | 12.90% | 50.39%-37.5pp | 46.84%-33.9pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,732 | $9,750-61.7% | $9,284-59.8% | $6,730-44.6% |
| Admin fee / account holder | $1,216 | $19,707-93.8% | $19,076-93.6% | $14,365-91.5% |