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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 | $125,961 | $157,270-19.9% | $141,173-10.8% | $152,870-17.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 15.23% | 64.33%-49.1pp | 71.40%-56.2pp | 345.34%-330.1pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,367 | $7,110+3.6% | $6,710+9.8% | $5,850+25.9% |
| Admin fee / account holder | $1,390 | $12,121-88.5% | $10,262-86.5% | $11,597-88.0% |