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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 | $55,828 | $140,592-60.3% | $123,105-54.7% | $125,389-55.5% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | 5.79% | 16.80%-11.0pp | 13.22%-7.4pp | 282.24%-276.4pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,000 | $6,980-28.4% | $6,229-19.7% | $5,352-6.6% |
| Admin fee / account holder | $1,972 | $11,198-82.4% | $9,014-78.1% | $9,541-79.3% |