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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 | $65,904 | $154,159-57.2% | $130,026-49.3% | $139,456-52.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 15.91% | 32.50%-16.6pp | -137.26%+153.2pp | 373.45%-357.5pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $11,250 | $6,710+67.7% | $5,821+93.3% | $6,711+67.6% |
| Admin fee / account holder | $431 | $14,001-96.9% | $10,608-95.9% | $11,407-96.2% |