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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 | $159,635 | $110,410+44.6% | $102,437+55.8% | $145,897+9.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 18.32% | 24.85%-6.5pp | 24.95%-6.6pp | 552.29%-534.0pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,448 | $5,622+174.8% | $5,060+205.3% | $6,689+130.9% |
| Admin fee / account holder | $17,776 | $9,745+82.4% | $8,388+111.9% | $13,390+32.7% |