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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 | $112,801 | $166,242-32.1% | $165,071-31.7% | $145,884-22.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 10.62% | 100.44%-89.8pp | 70.17%-59.6pp | 551.85%-541.2pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,374 | $6,964-65.9% | $6,035-60.7% | $6,690-64.5% |
| Admin fee / account holder | $1,810 | $16,658-89.1% | $12,695-85.7% | $13,392-86.5% |