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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 | $72,846 | $181,896-60.0% | $156,551-53.5% | $273,972-73.4% |
| Participation rate | 27.8% | 88.4%-60.6pp | 84.0%-56.2pp | 83.0%-55.2pp |
| Annual return | 4.53% | 30.74%-26.2pp | 32.23%-27.7pp | 41.46%-36.9pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,056 | $5,550-63.0% | $4,871-57.8% | $5,287-61.1% |
| Admin fee / account holder | $1,160 | $15,560-92.5% | $13,028-91.1% | $10,133-88.6% |