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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 | $90,700 | $227,399-60.1% | $189,758-52.2% | $198,609-54.3% |
| Participation rate | 46.2% | 84.0%-37.8pp | 79.8%-33.6pp | 82.4%-36.2pp |
| Annual return | 20.58% | 61.03%-40.4pp | 52.62%-32.0pp | 202.70%-182.1pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,123 | $6,837+4.2% | $5,856+21.6% | $6,977+2.1% |
| Admin fee / account holder | $668 | $25,162-97.3% | $20,388-96.7% | $19,030-96.5% |