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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 | $132,276 | $211,946-37.6% | $169,452-21.9% | $135,380-2.3% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | 21.96% | 3.26%+18.7pp | 1.83%+20.1pp | 519.81%-497.8pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $12,250 | $6,075+101.6% | $5,277+132.1% | $5,609+118.4% |
| Admin fee / account holder | $11,291 | $11,472-1.6% | $9,110+23.9% | $10,828+4.3% |