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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 | $54,422 | $196,972-72.4% | $182,262-70.1% | $198,609-72.6% |
| Participation rate | 44.4% | 85.7%-41.3pp | 84.2%-39.8pp | 82.4%-37.9pp |
| Annual return | 8.30% | 158.27%-150.0pp | 140.60%-132.3pp | 202.70%-194.4pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,486 | $8,643-1.8% | $8,276+2.5% | $6,977+21.6% |
| Admin fee / account holder | $3,912 | $18,429-78.8% | $16,712-76.6% | $19,030-79.4% |