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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 | $164,601 | $161,352+2.0% | $134,172+22.7% | $137,256+19.9% |
| Participation rate | 50.0% | 78.3%-28.3pp | 72.5%-22.5pp | 80.0%-30.0pp |
| Annual return | 14.53% | 28.72%-14.2pp | 25.30%-10.8pp | 220.34%-205.8pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $23,250 | $5,552+318.7% | $4,690+395.7% | $6,407+262.9% |
| Admin fee / account holder | $557 | $15,028-96.3% | $12,016-95.4% | $12,270-95.5% |