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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 | $159,302 | $201,344-20.9% | $184,243-13.5% | $145,877+9.2% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 19.07% | 29.01%-9.9pp | 28.82%-9.7pp | 551.28%-532.2pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,000 | $9,807+53.0% | $9,132+64.3% | $6,691+124.2% |
| Admin fee / account holder | $939 | $16,382-94.3% | $13,914-93.3% | $13,402-93.0% |