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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 | $91,749 | $176,838-48.1% | $146,685-37.5% | $167,518-45.2% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 14.50% | 24.04%-9.5pp | 22.75%-8.2pp | 478.71%-464.2pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,509 | $6,441-61.0% | $5,507-54.4% | $6,342-60.4% |
| Admin fee / account holder | $554 | $13,262-95.8% | $10,281-94.6% | $12,312-95.5% |