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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 | $29,258 | $210,698-86.1% | $178,014-83.6% | $145,959-80.0% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 10.54% | 386.27%-375.7pp | 294.80%-284.3pp | 561.95%-551.4pp |
| Employer contribution / active EE | $0 | $4,567-100.0% | $3,950-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $14,262 | $6,958+105.0% | $6,276+127.2% | $6,689+113.2% |
| Admin fee / account holder | $10,213 | $12,016-15.0% | $10,362-1.4% | $13,398-23.8% |