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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 | $65,663 | $211,105-68.9% | $178,449-63.2% | $145,978-55.0% |
| Participation rate | 28.6% | 80.8%-52.2pp | 77.1%-48.5pp | 80.3%-51.7pp |
| Annual return | 11.45% | 30.19%-18.7pp | 27.09%-15.6pp | 550.52%-539.1pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,425 | $6,959-79.5% | $6,277-77.3% | $6,690-78.7% |
| Admin fee / account holder | $4,400 | $12,017-63.4% | $10,362-57.5% | $13,400-67.2% |