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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 | $62,444 | $123,898-49.6% | $116,538-46.4% | $155,188-59.8% |
| Participation rate | 35.7% | 83.7%-48.0pp | 82.6%-46.9pp | 80.8%-45.1pp |
| Annual return | 11.72% | 16.04%-4.3pp | 17.97%-6.2pp | 148.84%-137.1pp |
| Employer contribution / active EE | $0 | $4,739-100.0% | $4,541-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,792 | $6,400-56.4% | $6,207-55.0% | $6,531-57.2% |
| Admin fee / account holder | $23,214 | $9,174+153.0% | $8,737+165.7% | $14,480+60.3% |