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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 | $115,434 | $144,130-19.9% | $117,861-2.1% | $147,586-21.8% |
| Participation rate | 57.1% | 83.4%-26.3pp | 79.7%-22.5pp | 82.8%-25.7pp |
| Annual return | 20.59% | 531.20%-510.6pp | 335.11%-314.5pp | 578.59%-558.0pp |
| Employer contribution / active EE | $690 | $4,897-85.9% | $3,786-81.8% | $4,876-85.8% |
| Participant deferral / active EE | $1,868 | $5,316-64.9% | $4,482-58.3% | $5,439-65.7% |
| Admin fee / account holder | $2,312 | $10,887-78.8% | $8,021-71.2% | $10,886-78.8% |