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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 | $154,898 | $129,737+19.4% | $119,126+30.0% | $154,746+0.1% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 13.73% | 379.08%-365.3pp | 282.11%-268.4pp | 172.34%-158.6pp |
| Employer contribution / active EE | $408 | $4,375-90.7% | $4,034-89.9% | $4,379-90.7% |
| Participant deferral / active EE | $2,106 | $5,842-63.9% | $5,318-60.4% | $6,730-68.7% |
| Admin fee / account holder | $1,495 | $11,961-87.5% | $10,693-86.0% | $14,365-89.6% |