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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 | $140,699 | $178,174-21.0% | $156,181-9.9% | $137,256+2.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 11.24% | 84.19%-73.0pp | 64.87%-53.6pp | 220.34%-209.1pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,811 | $6,888-15.6% | $6,132-5.2% | $6,407-9.3% |
| Admin fee / account holder | $14,643 | $17,404-15.9% | $14,586+0.4% | $12,270+19.3% |