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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 | $69,571 | $114,119-39.0% | $107,187-35.1% | $138,895-49.9% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 79.9%-39.9pp |
| Annual return | 16.17% | 273.21%-257.0pp | 204.55%-188.4pp | 145.39%-129.2pp |
| Employer contribution / active EE | $839 | $4,059-79.3% | $3,782-77.8% | $4,194-80.0% |
| Participant deferral / active EE | $5,001 | $5,538-9.7% | $5,096-1.9% | $6,396-21.8% |
| Admin fee / account holder | $825 | $10,024-91.8% | $9,162-91.0% | $12,562-93.4% |