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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 | $65,566 | $178,174-63.2% | $156,181-58.0% | $137,256-52.2% |
| Participation rate | 36.4% | 82.0%-45.7pp | 78.8%-42.5pp | 80.0%-43.6pp |
| Annual return | 22.06% | 84.19%-62.1pp | 64.87%-42.8pp | 220.34%-198.3pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,095 | $6,888-11.5% | $6,132-0.6% | $6,407-4.9% |
| Admin fee / account holder | $428 | $17,404-97.5% | $14,586-97.1% | $12,270-96.5% |