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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 | $61,143 | $135,956-55.0% | $123,894-50.6% | $273,972-77.7% |
| Participation rate | 61.5% | 84.1%-22.5pp | 81.4%-19.9pp | 83.0%-21.5pp |
| Annual return | 5.15% | 56.63%-51.5pp | 47.52%-42.4pp | 41.46%-36.3pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,791 | $6,343-56.0% | $5,984-53.4% | $5,287-47.2% |
| Admin fee / account holder | $32,271 | $9,817+228.7% | $8,357+286.2% | $10,133+218.5% |