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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 | $177,156-69.8% | $147,027-63.7% | $154,746-65.5% |
| Participation rate | 62.5% | 79.4%-16.9pp | 73.7%-11.2pp | 80.7%-18.2pp |
| Annual return | 10.28% | 21.94%-11.7pp | 20.23%-10.0pp | 172.34%-162.1pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,696 | $5,797+15.5% | $4,933+35.7% | $6,730-0.5% |
| Admin fee / account holder | $36,173 | $14,904+142.7% | $12,223+196.0% | $14,365+151.8% |