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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 | $56,850 | $154,193-63.1% | $130,045-56.3% | $139,466-59.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 19.12% | 32.51%-13.4pp | -137.30%+156.4pp | 373.66%-354.5pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,008 | $6,709+4.5% | $5,820+20.4% | $6,712+4.4% |
| Admin fee / account holder | $12,480 | $13,989-10.8% | $10,600+17.7% | $11,409+9.4% |