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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 | $155,831 | $211,224-26.2% | $178,505-12.7% | $145,897+6.8% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 11.19% | 30.28%-19.1pp | 27.16%-16.0pp | 552.29%-541.1pp |
| Employer contribution / active EE | $477 | $4,577-89.6% | $3,955-87.9% | $4,663-89.8% |
| Participant deferral / active EE | $6,032 | $6,966-13.4% | $6,280-4.0% | $6,689-9.8% |
| Admin fee / account holder | $64,207 | $12,109+430.2% | $10,428+515.7% | $13,390+379.5% |