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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 | $31,932 | $201,370-84.1% | $184,256-82.7% | $145,897-78.1% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 45.30% | 29.05%+16.3pp | 28.85%+16.5pp | 552.29%-507.0pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,341 | $9,808+46.2% | $9,133+57.0% | $6,689+114.4% |
| Admin fee / account holder | $5,351 | $16,364-67.3% | $13,899-61.5% | $13,390-60.0% |