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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 | $63,700 | $155,555-59.1% | $146,866-56.6% | $155,188-59.0% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.5%-57.5pp | 80.8%-55.8pp |
| Annual return | 11.53% | 115.41%-103.9pp | 102.85%-91.3pp | 148.84%-137.3pp |
| Employer contribution / active EE | $643 | $4,647-86.2% | $4,425-85.5% | $4,248-84.9% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $6,016 | $14,755-59.2% | $13,620-55.8% | $14,480-58.5% |