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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 | $199,109-61.1% | $173,730-55.4% | $154,746-49.9% |
| Participation rate | 65.2% | 82.8%-17.6pp | 79.6%-14.4pp | 80.7%-15.5pp |
| Annual return | 13.49% | 20.02%-6.5pp | 19.96%-6.5pp | 172.34%-158.8pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,551 | $7,113-36.0% | $6,326-28.1% | $6,730-32.4% |
| Admin fee / account holder | $1,753 | $20,916-91.6% | $17,523-90.0% | $14,365-87.8% |