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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 | $140,783 | $254,759-44.7% | $216,567-35.0% | $198,609-29.1% |
| Participation rate | 59.1% | 84.5%-25.4pp | 81.6%-22.6pp | 82.4%-23.3pp |
| Annual return | 8.20% | 10.04%-1.8pp | 12.94%-4.7pp | 202.70%-194.5pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,611 | $6,948-48.0% | $6,191-41.7% | $6,977-48.2% |
| Admin fee / account holder | $27,989 | $26,311+6.4% | $21,981+27.3% | $19,030+47.1% |