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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 | $152,024 | $148,623+2.3% | $135,974+11.8% | $139,466+9.0% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 22.76% | 79.30%-56.5pp | 68.30%-45.5pp | 373.66%-350.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,418 | $8,103-20.8% | $7,760-17.3% | $6,712-4.4% |
| Admin fee / account holder | $2,113 | $12,406-83.0% | $10,767-80.4% | $11,409-81.5% |