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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 | $79,604 | $165,381-51.9% | $149,730-46.8% | $158,966-49.9% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 19.69% | 348.29%-328.6pp | 276.70%-257.0pp | 302.95%-283.3pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,011 | $7,182+11.5% | $6,843+17.1% | $5,983+33.9% |
| Admin fee / account holder | $15,479 | $10,809+43.2% | $9,310+66.3% | $11,250+37.6% |