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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 | $212,386-64.5% | $199,883-62.3% | $138,895-45.7% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | 18.85% | 47.75%-28.9pp | 43.81%-25.0pp | 145.39%-126.5pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,903 | $9,617+3.0% | $9,138+8.4% | $6,396+54.8% |
| Admin fee / account holder | $460 | $18,233-97.5% | $17,268-97.3% | $12,562-96.3% |