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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 | $77,525 | $178,174-56.5% | $156,181-50.4% | $137,256-43.5% |
| Participation rate | 65.2% | 82.0%-16.8pp | 78.8%-13.6pp | 80.0%-14.7pp |
| Annual return | 13.49% | 84.19%-70.7pp | 64.87%-51.4pp | 220.34%-206.8pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,551 | $6,888-33.9% | $6,132-25.8% | $6,407-29.0% |
| Admin fee / account holder | $1,753 | $17,404-89.9% | $14,586-88.0% | $12,270-85.7% |