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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 | $92,024 | $181,062-49.2% | $158,223-41.8% | $155,188-40.7% |
| Participation rate | 37.5% | 82.7%-45.2pp | 79.2%-41.7pp | 80.8%-43.3pp |
| Annual return | 10.79% | 57.39%-46.6pp | 52.09%-41.3pp | 148.84%-138.1pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,057 | $6,134+80.2% | $5,467+102.2% | $6,531+69.3% |
| Admin fee / account holder | $131,959 | $18,825+601.0% | $16,047+722.3% | $14,480+811.3% |