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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 | $75,146 | $182,442-58.8% | $163,379-54.0% | $138,895-45.9% |
| Participation rate | 31.6% | 79.8%-48.2pp | 76.8%-45.2pp | 79.9%-48.3pp |
| Annual return | 17.86% | 72.74%-54.9pp | 63.41%-45.6pp | 145.39%-127.5pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,713 | $6,817-45.5% | $6,282-40.9% | $6,396-41.9% |
| Admin fee / account holder | $2,366 | $10,396-77.2% | $9,818-75.9% | $12,562-81.2% |