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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 | $35,873 | $201,264-82.2% | $184,185-80.5% | $145,978-75.4% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 17.43% | 29.00%-11.6pp | 28.81%-11.4pp | 550.52%-533.1pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,106 | $9,806+3.1% | $9,132+10.7% | $6,690+51.1% |
| Admin fee / account holder | $2,226 | $16,376-86.4% | $13,909-84.0% | $13,400-83.4% |