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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 | $101,509 | $135,956-25.3% | $123,894-18.1% | $273,972-62.9% |
| Participation rate | 56.3% | 84.1%-27.8pp | 81.4%-25.2pp | 83.0%-26.8pp |
| Annual return | 6.23% | 56.63%-50.4pp | 47.52%-41.3pp | 41.46%-35.2pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,178 | $6,343-34.1% | $5,984-30.2% | $5,287-21.0% |
| Admin fee / account holder | $10,515 | $9,817+7.1% | $8,357+25.8% | $10,133+3.8% |