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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 | $75,817 | $92,798-18.3% | $96,707-21.6% | $137,256-44.8% |
| Participation rate | 50.0% | 81.6%-31.6pp | 80.4%-30.4pp | 80.0%-30.0pp |
| Annual return | 19.98% | 31.24%-11.3pp | 34.78%-14.8pp | 220.34%-200.4pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,983 | $5,877+103.9% | $5,997+99.8% | $6,407+87.0% |
| Admin fee / account holder | $575 | $7,946-92.8% | $7,503-92.3% | $12,270-95.3% |