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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 | $87,671 | $111,785-21.6% | $93,669-6.4% | $145,877-39.9% |
| Participation rate | 21.7% | 74.2%-52.5pp | 68.7%-47.0pp | 80.3%-58.6pp |
| Annual return | 12.11% | 203.79%-191.7pp | 133.59%-121.5pp | 551.28%-539.2pp |
| Employer contribution / active EE | $444 | $3,096-85.7% | $2,424-81.7% | $4,663-90.5% |
| Participant deferral / active EE | $1,284 | $4,919-73.9% | $4,416-70.9% | $6,691-80.8% |
| Admin fee / account holder | $1,696 | $10,256-83.5% | $8,291-79.5% | $13,402-87.3% |