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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 | $123,085 | $201,372-38.9% | $184,260-33.2% | $145,884-15.6% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 23.15% | 29.04%-5.9pp | 28.84%-5.7pp | 551.85%-528.7pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $16,655 | $9,808+69.8% | $9,133+82.4% | $6,690+149.0% |
| Admin fee / account holder | $10,761 | $16,362-34.2% | $13,898-22.6% | $13,392-19.6% |