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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 | $128,663 | $160,059-19.6% | $140,019-8.1% | $135,380-5.0% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | 5.62% | 911.48%-905.9pp | 651.17%-645.6pp | 519.81%-514.2pp |
| Employer contribution / active EE | $951 | $6,420-85.2% | $5,605-83.0% | $4,779-80.1% |
| Participant deferral / active EE | $2,713 | $7,641-64.5% | $6,927-60.8% | $5,609-51.6% |
| Admin fee / account holder | $380,825 | $13,328+2757.3% | $10,705+3457.3% | $10,828+3417.0% |