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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 | $40,816 | $154,228-73.5% | $145,433-71.9% | $137,256-70.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 27.16% | 74.59%-47.4pp | 66.58%-39.4pp | 220.34%-193.2pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,630 | $8,216-7.1% | $7,897-3.4% | $6,407+19.1% |
| Admin fee / account holder | $385 | $14,344-97.3% | $13,129-97.1% | $12,270-96.9% |