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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 | $44,731 | $148,629-69.9% | $135,982-67.1% | $139,487-67.9% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 16.72% | 79.33%-62.6pp | 68.32%-51.6pp | 373.84%-357.1pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $10,800 | $8,102+33.3% | $7,760+39.2% | $6,713+60.9% |
| Admin fee / account holder | $11,413 | $12,406-8.0% | $10,767+6.0% | $11,4070% |