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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 | $66,105 | $215,361-69.3% | $171,082-61.4% | $273,972-75.9% |
| Participation rate | 46.2% | 82.0%-35.9pp | 76.7%-30.5pp | 83.0%-36.9pp |
| Annual return | 7.19% | 25.14%-18.0pp | 32.56%-25.4pp | 41.46%-34.3pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,823 | $5,543-49.1% | $4,797-41.2% | $5,287-46.6% |
| Admin fee / account holder | $10,402 | $10,846-4.1% | $8,520+22.1% | $10,133+2.7% |