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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 | $96,661 | $138,076-30.0% | $123,553-21.8% | $135,380-28.6% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | 1.23% | 153.70%-152.5pp | 119.21%-118.0pp | 519.81%-518.6pp |
| Employer contribution / active EE | $600 | $5,152-88.4% | $4,628-87.0% | $4,779-87.5% |
| Participant deferral / active EE | $11,542 | $6,800+69.7% | $6,426+79.6% | $5,609+105.8% |
| Admin fee / account holder | $45,789 | $10,917+319.4% | $9,284+393.2% | $10,828+322.9% |