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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 | $76,992 | $103,164-25.4% | $90,259-14.7% | $154,746-50.2% |
| Participation rate | 18.2% | 76.1%-57.9pp | 70.7%-52.6pp | 80.7%-62.5pp |
| Annual return | 14.40% | 19.25%-4.9pp | 18.88%-4.5pp | 172.34%-157.9pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $903 | $4,422-79.6% | $3,827-76.4% | $6,730-86.6% |
| Admin fee / account holder | $1,026 | $8,593-88.1% | $7,267-85.9% | $14,365-92.9% |