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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 | $131,737 | $166,131-20.7% | $164,975-20.1% | $145,877-9.7% |
| Participation rate | 61.5% | 82.0%-20.5pp | 78.6%-17.1pp | 80.3%-18.8pp |
| Annual return | 10.42% | 100.37%-90.0pp | 70.12%-59.7pp | 551.28%-540.9pp |
| Employer contribution / active EE | $480 | $5,276-90.9% | $4,343-89.0% | $4,663-89.7% |
| Participant deferral / active EE | $2,599 | $6,962-62.7% | $6,033-56.9% | $6,691-61.2% |
| Admin fee / account holder | $17,082 | $16,648+2.6% | $12,688+34.6% | $13,402+27.5% |