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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 | $61,158 | $227,597-73.1% | $189,575-67.7% | $167,536-63.5% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.4%-40.9pp | 82.1%-44.6pp |
| Annual return | 10.02% | 78.44%-68.4pp | 64.19%-54.2pp | 478.82%-468.8pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,209 | $7,002-68.5% | $6,174-64.2% | $6,342-65.2% |
| Admin fee / account holder | $17,816 | $11,877+50.0% | $9,806+81.7% | $12,315+44.7% |