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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 | $47,483 | $153,769-69.1% | $133,975-64.6% | $273,972-82.7% |
| Participation rate | 58.3% | 88.4%-30.0pp | 87.1%-28.7pp | 83.0%-24.7pp |
| Annual return | 4.12% | 36.51%-32.4pp | 29.29%-25.2pp | 41.46%-37.3pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,818 | $6,958-59.5% | $6,282-55.1% | $5,287-46.7% |
| Admin fee / account holder | $1,634 | $11,765-86.1% | $9,324-82.5% | $10,133-83.9% |