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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 | $73,604 | $153,769-52.1% | $133,975-45.1% | $273,972-73.1% |
| Participation rate | 53.8% | 88.4%-34.5pp | 87.1%-33.2pp | 83.0%-29.2pp |
| Annual return | 6.13% | 36.51%-30.4pp | 29.29%-23.2pp | 41.46%-35.3pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,148 | $6,958-54.8% | $6,282-49.9% | $5,287-40.5% |
| Admin fee / account holder | $1,916 | $11,765-83.7% | $9,324-79.5% | $10,133-81.1% |