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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 | $88,139 | $135,956-35.2% | $123,894-28.9% | $273,972-67.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 16.72% | 56.63%-39.9pp | 47.52%-30.8pp | 41.46%-24.7pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,270 | $6,343+30.4% | $5,984+38.2% | $5,287+56.4% |
| Admin fee / account holder | $423 | $9,817-95.7% | $8,357-94.9% | $10,133-95.8% |