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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 | $185,312-61.7% | $161,489-56.1% | $154,746-54.2% |
| Participation rate | 36.4% | 82.5%-46.1pp | 78.7%-42.3pp | 80.7%-44.3pp |
| Annual return | 12.37% | 103.84%-91.5pp | 89.72%-77.4pp | 172.34%-160.0pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,680 | $6,350-10.6% | $5,630+0.9% | $6,730-15.6% |
| Admin fee / account holder | $5,369 | $18,654-71.2% | $16,006-66.5% | $14,365-62.6% |