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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 | $122,139 | $134,817-9.4% | $123,973-1.5% | $155,188-21.3% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.7%-26.7pp | 80.8%-30.8pp |
| Annual return | 8.37% | 515.49%-507.1pp | 388.13%-379.8pp | 148.84%-140.5pp |
| Employer contribution / active EE | $347 | $4,425-92.2% | $4,126-91.6% | $4,248-91.8% |
| Participant deferral / active EE | $2,583 | $5,706-54.7% | $5,247-50.8% | $6,531-60.5% |
| Admin fee / account holder | $167,959 | $13,245+1168.1% | $11,799+1323.5% | $14,480+1060.0% |