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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 | $112,240 | $228,352-50.8% | $185,835-39.6% | $158,966-29.4% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 41.55% | 40.81%+0.7pp | 35.96%+5.6pp | 302.95%-261.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,313 | $6,416+14.0% | $5,633+29.8% | $5,983+22.2% |
| Admin fee / account holder | $473 | $11,867-96.0% | $9,502-95.0% | $11,250-95.8% |