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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 | $122,490 | $176,794-30.7% | $146,647-16.5% | $167,553-26.9% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 18.13% | 24.04%-5.9pp | 22.75%-4.6pp | 478.89%-460.8pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $22,641 | $6,440+251.5% | $5,506+311.2% | $6,343+257.0% |
| Admin fee / account holder | $51,829 | $13,262+290.8% | $10,281+404.1% | $12,316+320.8% |