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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 | $87,765 | $111,535-21.3% | $105,223-16.6% | $137,256-36.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 13.44% | 237.85%-224.4pp | 180.65%-167.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $393 | $3,939-90.0% | $3,689-89.3% | $4,156-90.5% |
| Participant deferral / active EE | $5,815 | $5,500+5.7% | $5,072+14.7% | $6,407-9.2% |
| Admin fee / account holder | $59,694 | $9,721+514.0% | $8,859+573.8% | $12,270+386.5% |