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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 | $65,735 | $155,555-57.7% | $146,866-55.2% | $155,188-57.6% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.5%-49.2pp | 80.8%-47.5pp |
| Annual return | 12.65% | 115.41%-102.8pp | 102.85%-90.2pp | 148.84%-136.2pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,752 | $8,044-28.5% | $7,759-25.9% | $6,531-11.9% |
| Admin fee / account holder | $67,949 | $14,755+360.5% | $13,620+398.9% | $14,480+369.3% |