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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 | $81,247 | $185,312-56.2% | $161,489-49.7% | $154,746-47.5% |
| Participation rate | 20.0% | 82.5%-62.5pp | 78.7%-58.7pp | 80.7%-60.7pp |
| Annual return | 22.37% | 103.84%-81.5pp | 89.72%-67.3pp | 172.34%-150.0pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,450 | $6,350+1.6% | $5,630+14.6% | $6,730-4.2% |
| Admin fee / account holder | $409 | $18,654-97.8% | $16,006-97.4% | $14,365-97.2% |