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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 | $65,876 | $153,769-57.2% | $133,975-50.8% | $273,972-76.0% |
| Participation rate | 31.3% | 88.4%-57.1pp | 87.1%-55.8pp | 83.0%-51.8pp |
| Annual return | 6.60% | 36.51%-29.9pp | 29.29%-22.7pp | 41.46%-34.9pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,505 | $6,958-6.5% | $6,282+3.5% | $5,287+23.0% |
| Admin fee / account holder | $477 | $11,765-95.9% | $9,324-94.9% | $10,133-95.3% |