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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 | $64,628 | $154,228-58.1% | $145,433-55.6% | $137,256-52.9% |
| Participation rate | 56.3% | 83.8%-27.5pp | 82.1%-25.9pp | 80.0%-23.7pp |
| Annual return | 20.11% | 74.59%-54.5pp | 66.58%-46.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,404 | $8,216+26.6% | $7,897+31.7% | $6,407+62.4% |
| Admin fee / account holder | $3,698 | $14,344-74.2% | $13,129-71.8% | $12,270-69.9% |