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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 | $53,415 | $161,352-66.9% | $134,172-60.2% | $137,256-61.1% |
| Participation rate | 62.5% | 78.3%-15.8pp | 72.5%-10.0pp | 80.0%-17.5pp |
| Annual return | 10.28% | 28.72%-18.4pp | 25.30%-15.0pp | 220.34%-210.1pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,696 | $5,552+20.6% | $4,690+42.8% | $6,407+4.5% |
| Admin fee / account holder | $36,173 | $15,028+140.7% | $12,016+201.0% | $12,270+194.8% |