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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 | $152,170 | $215,361-29.3% | $171,082-11.1% | $273,972-44.5% |
| Participation rate | 60.0% | 82.0%-22.0pp | 76.7%-16.7pp | 83.0%-23.0pp |
| Annual return | 8.19% | 25.14%-16.9pp | 32.56%-24.4pp | 41.46%-33.3pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,811 | $5,543-13.2% | $4,797+0.3% | $5,287-9.0% |
| Admin fee / account holder | $2,736 | $10,846-74.8% | $8,520-67.9% | $10,133-73.0% |