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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 | $81,612 | $165,399-50.7% | $149,745-45.5% | $158,982-48.7% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 9.87% | 348.34%-338.5pp | 276.72%-266.8pp | 302.99%-293.1pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,216 | $7,183-27.4% | $6,843-23.8% | $5,983-12.8% |
| Admin fee / account holder | $3,010 | $10,811-72.2% | $9,312-67.7% | $11,252-73.3% |