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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 | $40,839 | $123,898-67.0% | $116,538-65.0% | $155,188-73.7% |
| Participation rate | 60.0% | 83.7%-23.7pp | 82.6%-22.6pp | 80.8%-20.8pp |
| Annual return | 18.67% | 16.04%+2.6pp | 17.97%+0.7pp | 148.84%-130.2pp |
| Employer contribution / active EE | $0 | $4,739-100.0% | $4,541-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,738 | $6,400+5.3% | $6,207+8.6% | $6,531+3.2% |
| Admin fee / account holder | $24,426 | $9,174+166.2% | $8,737+179.6% | $14,480+68.7% |