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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 | $110,802 | $275,752-59.8% | $256,809-56.9% | $198,609-44.2% |
| Participation rate | 43.8% | 89.2%-45.4pp | 88.5%-44.8pp | 82.4%-38.6pp |
| Annual return | 7.63% | 34.81%-27.2pp | 32.73%-25.1pp | 202.70%-195.1pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,450 | $10,037-35.7% | $9,520-32.2% | $6,977-7.5% |
| Admin fee / account holder | $90,443 | $25,716+251.7% | $25,146+259.7% | $19,030+375.3% |