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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 | $81,461 | $213,785-61.9% | $185,441-56.1% | $155,188-47.5% |
| Participation rate | 52.6% | 83.2%-30.6pp | 80.3%-27.6pp | 80.8%-28.2pp |
| Annual return | 12.06% | 19.97%-7.9pp | 20.16%-8.1pp | 148.84%-136.8pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,739 | $6,864-45.5% | $6,152-39.2% | $6,531-42.8% |
| Admin fee / account holder | $3,401 | $21,134-83.9% | $17,890-81.0% | $14,480-76.5% |