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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 | $92,966 | $211,288-56.0% | $178,540-47.9% | $145,884-36.3% |
| Participation rate | 25.0% | 80.8%-55.8pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | 12.63% | 30.27%-17.6pp | 27.15%-14.5pp | 551.85%-539.2pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,510 | $6,967-78.3% | $6,281-76.0% | $6,690-77.4% |
| Admin fee / account holder | $31,671 | $12,105+161.6% | $10,424+203.8% | $13,392+136.5% |