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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 | $150,435 | $254,759-40.9% | $216,567-30.5% | $198,609-24.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 81.6%-31.6pp | 82.4%-32.4pp |
| Annual return | 7.32% | 10.04%-2.7pp | 12.94%-5.6pp | 202.70%-195.4pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,081 | $6,948-41.3% | $6,191-34.1% | $6,977-41.5% |
| Admin fee / account holder | $7,495 | $26,311-71.5% | $21,981-65.9% | $19,030-60.6% |