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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 | $183,592-11.3% | $155,567+4.7% | $145,959+11.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.20% | 61.24%-50.0pp | 64.74%-53.5pp | 561.95%-550.8pp |
| Employer contribution / active EE | $33 | $5,315-99.4% | $4,674-99.3% | $4,661-99.3% |
| Participant deferral / active EE | $7,426 | $6,464+14.9% | $5,628+32.0% | $6,689+11.0% |
| Admin fee / account holder | $16,752 | $19,318-13.3% | $15,916+5.2% | $13,398+25.0% |