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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 | $124,213-67.1% | $118,106-65.4% | $154,746-73.6% |
| Participation rate | 60.0% | 83.6%-23.6pp | 81.9%-21.9pp | 80.7%-20.7pp |
| Annual return | 18.67% | 18.29%+0.4pp | 19.44%-0.8pp | 172.34%-153.7pp |
| Employer contribution / active EE | $0 | $4,905-100.0% | $4,698-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,738 | $6,859-1.8% | $6,619+1.8% | $6,730+0.1% |
| Admin fee / account holder | $24,426 | $9,627+153.7% | $8,973+172.2% | $14,365+70.0% |