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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 | $126,838 | $223,823-43.3% | $211,142-39.9% | $154,746-18.0% |
| Participation rate | 52.6% | 87.9%-35.2pp | 87.3%-34.7pp | 80.7%-28.1pp |
| Annual return | 33.60% | 50.39%-16.8pp | 46.84%-13.2pp | 172.34%-138.7pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,638 | $9,750-21.7% | $9,284-17.7% | $6,730+13.5% |
| Admin fee / account holder | $4,145 | $19,707-79.0% | $19,076-78.3% | $14,365-71.1% |