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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 | $78,236 | $165,361-52.7% | $149,715-47.7% | $158,950-50.8% |
| Participation rate | 28.6% | 84.6%-56.0pp | 82.5%-53.9pp | 82.0%-53.4pp |
| Annual return | 9.77% | 348.24%-338.5pp | 276.66%-266.9pp | 302.91%-293.1pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,431 | $7,182-38.3% | $6,842-35.2% | $5,983-25.9% |
| Admin fee / account holder | $513 | $10,808-95.3% | $9,310-94.5% | $11,248-95.4% |