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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 | $85,565 | $184,014-53.5% | $161,149-46.9% | $138,895-38.4% |
| Participation rate | 54.2% | 82.1%-27.9pp | 78.8%-24.7pp | 79.9%-25.8pp |
| Annual return | 16.97% | 21.52%-4.6pp | 21.16%-4.2pp | 145.39%-128.4pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,439 | $6,909-64.7% | $6,153-60.4% | $6,396-61.9% |
| Admin fee / account holder | $561 | $18,027-96.9% | $15,194-96.3% | $12,562-95.5% |