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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 | $75,866 | $232,540-67.4% | $185,117-59.0% | $147,586-48.6% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 11.91% | 43.03%-31.1pp | 40.50%-28.6pp | 578.59%-566.7pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,324 | $5,834-60.2% | $5,045-53.9% | $5,439-57.3% |
| Admin fee / account holder | $15,557 | $10,275+51.4% | $8,159+90.7% | $10,886+42.9% |