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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 | $119,973 | $171,867-30.2% | $149,721-19.9% | $147,586-18.7% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | 14.04% | 2113.36%-2099.3pp | 1501.67%-1487.6pp | 578.59%-564.6pp |
| Employer contribution / active EE | $1,288 | $6,275-79.5% | $5,444-76.3% | $4,876-73.6% |
| Participant deferral / active EE | $3,267 | $7,270-55.1% | $6,568-50.3% | $5,439-39.9% |
| Admin fee / account holder | $957 | $13,799-93.1% | $11,282-91.5% | $10,886-91.2% |