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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 | $115,646 | $153,769-24.8% | $133,975-13.7% | $273,972-57.8% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 3.33% | 36.51%-33.2pp | 29.29%-26.0pp | 41.46%-38.1pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,708 | $6,958-46.7% | $6,282-41.0% | $5,287-29.9% |
| Admin fee / account holder | $1,475 | $11,765-87.5% | $9,324-84.2% | $10,133-85.4% |