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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 | $162,915 | $183,539-11.2% | $155,556+4.7% | $145,897+11.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.20% | 61.31%-50.1pp | 64.84%-53.6pp | 552.29%-541.1pp |
| Employer contribution / active EE | $33 | $5,315-99.4% | $4,675-99.3% | $4,663-99.3% |
| Participant deferral / active EE | $7,426 | $6,467+14.8% | $5,631+31.9% | $6,689+11.0% |
| Admin fee / account holder | $16,752 | $19,275-13.1% | $15,885+5.5% | $13,390+25.1% |