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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 | $50,106 | $154,228-67.5% | $145,433-65.5% | $137,256-63.5% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 111.15% | 74.59%+36.6pp | 66.58%+44.6pp | 220.34%-109.2pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $16,284 | $8,216+98.2% | $7,897+106.2% | $6,407+154.2% |
| Admin fee / account holder | $2,307 | $14,344-83.9% | $13,129-82.4% | $12,270-81.2% |