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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 | $70,255 | $211,288-66.7% | $178,540-60.7% | $145,884-51.8% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 14.39% | 30.27%-15.9pp | 27.15%-12.8pp | 551.85%-537.5pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,250 | $6,967+61.5% | $6,281+79.1% | $6,690+68.2% |
| Admin fee / account holder | $1,100 | $12,105-90.9% | $10,424-89.5% | $13,392-91.8% |