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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 | $94,942 | $176,120-46.1% | $159,487-40.5% | $167,553-43.3% |
| Participation rate | 54.5% | 85.0%-30.4pp | 82.8%-28.3pp | 82.1%-27.6pp |
| Annual return | 12.59% | 331.95%-319.4pp | 263.71%-251.1pp | 478.89%-466.3pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $8,939 | $7,752+15.3% | $7,354+21.6% | $6,343+40.9% |
| Admin fee / account holder | $11,565 | $12,561-7.9% | $10,804+7.0% | $12,316-6.1% |