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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 | $88,155 | $111,814-21.2% | $103,374-14.7% | $145,959-39.6% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 12.08% | 24.77%-12.7pp | 24.89%-12.8pp | 561.95%-549.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $7,230 | $5,618+28.7% | $5,058+43.0% | $6,689+8.1% |
| Admin fee / account holder | $10,270 | $9,754+5.3% | $8,394+22.4% | $13,398-23.3% |