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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 | $119,002 | $275,752-56.8% | $256,809-53.7% | $198,609-40.1% |
| Participation rate | 50.0% | 89.2%-39.2pp | 88.5%-38.5pp | 82.4%-32.4pp |
| Annual return | 13.21% | 34.81%-21.6pp | 32.73%-19.5pp | 202.70%-189.5pp |
| Employer contribution / active EE | $36 | $7,721-99.5% | $7,263-99.5% | $5,055-99.3% |
| Participant deferral / active EE | $6,930 | $10,037-31.0% | $9,520-27.2% | $6,977-0.7% |
| Admin fee / account holder | $36,385 | $25,716+41.5% | $25,146+44.7% | $19,030+91.2% |