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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 | $83,190 | $135,956-38.8% | $123,894-32.9% | $273,972-69.6% |
| Participation rate | 60.9% | 84.1%-23.2pp | 81.4%-20.5pp | 83.0%-22.1pp |
| Annual return | 8.38% | 56.63%-48.2pp | 47.52%-39.1pp | 41.46%-33.1pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,295 | $6,343+30.8% | $5,984+38.6% | $5,287+56.9% |
| Admin fee / account holder | $8,193 | $9,817-16.6% | $8,357-2.0% | $10,133-19.1% |