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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 | $146,958 | $185,312-20.7% | $161,489-9.0% | $154,746-5.0% |
| Participation rate | 69.2% | 82.5%-13.2pp | 78.7%-9.5pp | 80.7%-11.5pp |
| Annual return | 10.99% | 103.84%-92.9pp | 89.72%-78.7pp | 172.34%-161.3pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,785 | $6,350+38.4% | $5,630+56.0% | $6,730+30.5% |
| Admin fee / account holder | $1,190 | $18,654-93.6% | $16,006-92.6% | $14,365-91.7% |