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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 | $135,368 | $199,109-32.0% | $173,730-22.1% | $154,746-12.5% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 9.42% | 20.02%-10.6pp | 19.96%-10.5pp | 172.34%-162.9pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,582 | $7,113-63.7% | $6,326-59.2% | $6,730-61.6% |
| Admin fee / account holder | $35,998 | $20,916+72.1% | $17,523+105.4% | $14,365+150.6% |