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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 | $221,425 | $86,940+154.7% | $102,434+116.2% | $80,935+173.6% |
| Participation rate | 67.7% | 72.4%-4.7pp | 76.5%-8.8pp | 67.7%0pp |
| Annual return | 11.92% | 18.89%-7.0pp | 29.46%-17.5pp | 35.66%-23.7pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,854 | $4,121+42.0% | $5,055+15.8% | $4,299+36.1% |
| Admin fee / account holder | $32,196 | $8,047+300.1% | $9,462+240.3% | $6,924+365.0% |