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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 | $87,765 | $129,737-32.4% | $119,126-26.3% | $154,746-43.3% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 13.44% | 379.08%-365.6pp | 282.11%-268.7pp | 172.34%-158.9pp |
| Employer contribution / active EE | $393 | $4,375-91.0% | $4,034-90.3% | $4,379-91.0% |
| Participant deferral / active EE | $5,815 | $5,842-0.5% | $5,318+9.4% | $6,730-13.6% |
| Admin fee / account holder | $59,694 | $11,961+399.1% | $10,693+458.2% | $14,365+315.5% |