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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 | $138,397 | $176,077-21.4% | $159,455-13.2% | $167,518-17.4% |
| Participation rate | 53.3% | 84.9%-31.6pp | 82.8%-29.5pp | 82.1%-28.8pp |
| Annual return | 16.55% | 331.83%-315.3pp | 263.63%-247.1pp | 478.71%-462.2pp |
| Employer contribution / active EE | $917 | $5,298-82.7% | $4,830-81.0% | $4,838-81.0% |
| Participant deferral / active EE | $4,622 | $7,751-40.4% | $7,353-37.1% | $6,342-27.1% |
| Admin fee / account holder | $797 | $12,556-93.7% | $10,800-92.6% | $12,312-93.5% |