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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 | $72,059 | $215,361-66.5% | $171,082-57.9% | $273,972-73.7% |
| Participation rate | 58.3% | 82.0%-23.7pp | 76.7%-18.4pp | 83.0%-24.7pp |
| Annual return | 8.29% | 25.14%-16.8pp | 32.56%-24.3pp | 41.46%-33.2pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,653 | $5,543-16.1% | $4,797-3.0% | $5,287-12.0% |
| Admin fee / account holder | $1,318 | $10,846-87.9% | $8,520-84.5% | $10,133-87.0% |