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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 | $86,800 | $156,398-44.5% | $147,318-41.1% | $138,895-37.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 179.42% | 78.75%+100.7pp | 70.43%+109.0pp | 145.39%+34.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,126 | $8,237-37.8% | $7,906-35.2% | $6,396-19.9% |
| Admin fee / account holder | $534 | $14,976-96.4% | $13,708-96.1% | $12,562-95.7% |