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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 | $33,634 | $127,387-73.6% | $115,038-70.8% | $125,389-73.2% |
| Participation rate | 45.5% | 84.2%-38.7pp | 81.4%-35.9pp | 83.2%-37.7pp |
| Annual return | 3.22% | 31.28%-28.1pp | 26.14%-22.9pp | 282.24%-279.0pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,472 | $6,423-14.8% | $6,026-9.2% | $5,352+2.2% |
| Admin fee / account holder | $1,678 | $9,516-82.4% | $8,175-79.5% | $9,541-82.4% |