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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 | $130,424 | $162,821-19.9% | $133,978-2.7% | $158,982-18.0% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 10.40% | 41.95%-31.5pp | 45.10%-34.7pp | 302.99%-292.6pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,750 | $5,910+65.0% | $5,047+93.2% | $5,983+62.9% |
| Admin fee / account holder | $830 | $11,742-92.9% | $8,930-90.7% | $11,252-92.6% |