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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 | $96,274 | $162,812-40.9% | $133,971-28.1% | $158,966-39.4% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 22.42% | 41.94%-19.5pp | 45.09%-22.7pp | 302.95%-280.5pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,750 | $5,910+65.0% | $5,047+93.2% | $5,983+63.0% |
| Admin fee / account holder | $641 | $11,741-94.5% | $8,929-92.8% | $11,250-94.3% |