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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 | $66,491 | $156,398-57.5% | $147,318-54.9% | $138,895-52.1% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 12.24% | 78.75%-66.5pp | 70.43%-58.2pp | 145.39%-133.2pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,588 | $8,237-7.9% | $7,906-4.0% | $6,396+18.6% |
| Admin fee / account holder | $27,382 | $14,976+82.8% | $13,708+99.8% | $12,562+118.0% |