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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 | $61,844 | $168,636-63.3% | $147,618-58.1% | $125,388-50.7% |
| Participation rate | 11.8% | 88.8%-77.0pp | 84.6%-72.9pp | 83.2%-71.4pp |
| Annual return | -0.92% | 77.65%-78.6pp | 61.98%-62.9pp | 282.24%-283.2pp |
| Employer contribution / active EE | $547 | $6,252-91.2% | $5,565-90.2% | $4,866-88.8% |
| Participant deferral / active EE | $7,418 | $5,507+34.7% | $4,895+51.5% | $5,352+38.6% |
| Admin fee / account holder | $19,789 | $13,580+45.7% | $11,612+70.4% | $9,541+107.4% |