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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 | $52,130 | $127,386-59.1% | $115,037-54.7% | $125,393-58.4% |
| Participation rate | 61.5% | 84.2%-22.6pp | 81.4%-19.8pp | 83.2%-21.7pp |
| Annual return | 1.17% | 31.28%-30.1pp | 26.14%-25.0pp | 282.23%-281.1pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,080 | $6,423-67.6% | $6,026-65.5% | $5,351-61.1% |
| Admin fee / account holder | $5,924 | $9,516-37.7% | $8,175-27.5% | $9,541-37.9% |