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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 | $75,452 | $275,752-72.6% | $256,809-70.6% | $198,609-62.0% |
| Participation rate | 50.0% | 89.2%-39.2pp | 88.5%-38.5pp | 82.4%-32.4pp |
| Annual return | 18.85% | 34.81%-16.0pp | 32.73%-13.9pp | 202.70%-183.9pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $9,903 | $10,037-1.3% | $9,520+4.0% | $6,977+41.9% |
| Admin fee / account holder | $460 | $25,716-98.2% | $25,146-98.2% | $19,030-97.6% |