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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 | $178,174-52.0% | $156,181-45.2% | $137,256-37.7% |
| Participation rate | 54.2% | 82.0%-27.9pp | 78.8%-24.7pp | 80.0%-25.8pp |
| Annual return | 16.97% | 84.19%-67.2pp | 64.87%-47.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,439 | $6,888-64.6% | $6,132-60.2% | $6,407-61.9% |
| Admin fee / account holder | $561 | $17,404-96.8% | $14,586-96.2% | $12,270-95.4% |