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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 | $83,731 | $181,062-53.8% | $158,223-47.1% | $155,188-46.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 35.28% | 57.39%-22.1pp | 52.09%-16.8pp | 148.84%-113.6pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $23,250 | $6,134+279.0% | $5,467+325.3% | $6,531+256.0% |
| Admin fee / account holder | $654 | $18,825-96.5% | $16,047-95.9% | $14,480-95.5% |