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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 | $123,611 | $227,399-45.6% | $189,758-34.9% | $198,609-37.8% |
| Participation rate | 25.0% | 84.0%-59.0pp | 79.8%-54.8pp | 82.4%-57.4pp |
| Annual return | 9.81% | 61.03%-51.2pp | 52.62%-42.8pp | 202.70%-192.9pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,778 | $6,837+28.4% | $5,856+49.9% | $6,977+25.8% |
| Admin fee / account holder | $20,808 | $25,162-17.3% | $20,388+2.1% | $19,030+9.3% |