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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 | $82,391 | $211,224-61.0% | $178,505-53.8% | $145,897-43.5% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 26.05% | 30.28%-4.2pp | 27.16%-1.1pp | 552.29%-526.2pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,813 | $6,966+40.9% | $6,280+56.2% | $6,689+46.7% |
| Admin fee / account holder | $1,059 | $12,109-91.3% | $10,428-89.8% | $13,390-92.1% |