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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 | $72,299 | $155,555-53.5% | $146,866-50.8% | $155,188-53.4% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.5%-49.2pp | 80.8%-47.5pp |
| Annual return | 17.34% | 115.41%-98.1pp | 102.85%-85.5pp | 148.84%-131.5pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,497 | $8,044-6.8% | $7,759-3.4% | $6,531+14.8% |
| Admin fee / account holder | $525 | $14,755-96.4% | $13,620-96.1% | $14,480-96.4% |