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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 | $76,005 | $135,956-44.1% | $123,894-38.7% | $273,972-72.3% |
| Participation rate | 63.2% | 84.1%-20.9pp | 81.4%-18.3pp | 83.0%-19.9pp |
| Annual return | 6.48% | 56.63%-50.1pp | 47.52%-41.0pp | 41.46%-35.0pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,643 | $6,343-26.8% | $5,984-22.4% | $5,287-12.2% |
| Admin fee / account holder | $1,817 | $9,817-81.5% | $8,357-78.3% | $10,133-82.1% |