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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 | $125,631 | $110,337+13.9% | $102,383+22.7% | $145,877-13.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 16.87% | 24.83%-8.0pp | 24.94%-8.1pp | 551.28%-534.4pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,272 | $5,621+11.6% | $5,060+24.0% | $6,691-6.3% |
| Admin fee / account holder | $12,791 | $9,750+31.2% | $8,391+52.4% | $13,402-4.6% |