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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 | $211,105-61.0% | $178,449-53.8% | $145,978-43.6% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 26.05% | 30.19%-4.1pp | 27.09%-1.0pp | 550.52%-524.5pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,813 | $6,959+41.0% | $6,277+56.3% | $6,690+46.7% |
| Admin fee / account holder | $1,059 | $12,017-91.2% | $10,362-89.8% | $13,400-92.1% |