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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 | $70,895 | $172,111-58.8% | $150,298-52.8% | $137,256-48.3% |
| Participation rate | 36.4% | 81.7%-45.4pp | 77.8%-41.4pp | 80.0%-43.6pp |
| Annual return | 12.37% | 69.37%-57.0pp | 62.79%-50.4pp | 220.34%-208.0pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,680 | $6,166-7.9% | $5,453+4.2% | $6,407-11.3% |
| Admin fee / account holder | $5,369 | $16,471-67.4% | $14,116-62.0% | $12,270-56.2% |