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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 | $110,337+44.7% | $102,383+55.9% | $145,877+9.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 18.32% | 24.83%-6.5pp | 24.94%-6.6pp | 551.28%-533.0pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,448 | $5,621+174.8% | $5,060+205.3% | $6,691+130.9% |
| Admin fee / account holder | $17,776 | $9,750+82.3% | $8,391+111.8% | $13,402+32.6% |