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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 | $81,105 | $157,276-48.4% | $141,177-42.6% | $152,885-47.0% |
| Participation rate | 68.4% | 84.8%-16.4pp | 82.5%-14.1pp | 82.5%-14.0pp |
| Annual return | 20.34% | 64.33%-44.0pp | 71.40%-51.1pp | 345.39%-325.0pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,977 | $7,110-15.9% | $6,710-10.9% | $5,851+2.2% |
| Admin fee / account holder | $9,539 | $12,123-21.3% | $10,263-7.1% | $11,598-17.8% |