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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 | $74,262 | $156,398-52.5% | $147,318-49.6% | $138,895-46.5% |
| Participation rate | 30.8% | 83.8%-53.0pp | 82.1%-51.3pp | 79.9%-49.1pp |
| Annual return | 17.82% | 78.75%-60.9pp | 70.43%-52.6pp | 145.39%-127.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,944 | $8,237-64.3% | $7,906-62.8% | $6,396-54.0% |
| Admin fee / account holder | $992 | $14,976-93.4% | $13,708-92.8% | $12,562-92.1% |