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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 | $135,015 | $107,941+25.1% | $91,994+46.8% | $152,897-11.7% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.5%-32.5pp |
| Annual return | 18.26% | 89.28%-71.0pp | 69.04%-50.8pp | 345.43%-327.2pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,112 | $6,366-19.7% | $5,924-13.7% | $5,851-12.6% |
| Admin fee / account holder | $23,023 | $10,521+118.8% | $7,744+197.3% | $11,599+98.5% |