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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 | $75,518 | $227,399-66.8% | $189,758-60.2% | $198,609-62.0% |
| Participation rate | 27.3% | 84.0%-56.7pp | 79.8%-52.5pp | 82.4%-55.1pp |
| Annual return | 8.72% | 61.03%-52.3pp | 52.62%-43.9pp | 202.70%-194.0pp |
| Employer contribution / active EE | -$146 | $5,526-102.6% | $4,767-103.1% | $5,055-102.9% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $25,579 | $25,162+1.7% | $20,388+25.5% | $19,030+34.4% |