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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 | $131,740 | $202,460-34.9% | $169,385-22.2% | $139,456-5.5% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 29.39% | 532.07%-502.7pp | 405.82%-376.4pp | 373.45%-344.1pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $15,000 | $6,938+116.2% | $6,221+141.1% | $6,711+123.5% |
| Admin fee / account holder | $744 | $10,719-93.1% | $9,011-91.7% | $11,407-93.5% |