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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 | $70,209 | $185,312-62.1% | $161,489-56.5% | $154,746-54.6% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 14.90% | 103.84%-88.9pp | 89.72%-74.8pp | 172.34%-157.4pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,822 | $6,350+23.2% | $5,630+38.9% | $6,730+16.2% |
| Admin fee / account holder | $6,615 | $18,654-64.5% | $16,006-58.7% | $14,365-53.9% |