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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 | $73,230 | $135,956-46.1% | $123,894-40.9% | $273,972-73.3% |
| Participation rate | 15.4% | 84.1%-68.7pp | 81.4%-66.0pp | 83.0%-67.6pp |
| Annual return | 8.91% | 56.63%-47.7pp | 47.52%-38.6pp | 41.46%-32.5pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,010 | $6,343-52.5% | $5,984-49.7% | $5,287-43.1% |
| Admin fee / account holder | $1,639 | $9,817-83.3% | $8,357-80.4% | $10,133-83.8% |