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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 | $124,213-49.7% | $118,106-47.1% | $154,746-59.6% |
| Participation rate | 35.7% | 83.6%-47.9pp | 81.9%-46.2pp | 80.7%-45.0pp |
| Annual return | 11.72% | 18.29%-6.6pp | 19.44%-7.7pp | 172.34%-160.6pp |
| Employer contribution / active EE | $0 | $4,905-100.0% | $4,698-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,792 | $6,859-59.3% | $6,619-57.8% | $6,730-58.5% |
| Admin fee / account holder | $23,214 | $9,627+141.1% | $8,973+158.7% | $14,365+61.6% |