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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 | $107,065 | $176,105-39.2% | $159,474-32.9% | $167,536-36.1% |
| Participation rate | 59.1% | 85.0%-25.9pp | 82.8%-23.7pp | 82.1%-23.0pp |
| Annual return | 12.10% | 331.91%-319.8pp | 263.68%-251.6pp | 478.82%-466.7pp |
| Employer contribution / active EE | $31 | $5,299-99.4% | $4,831-99.4% | $4,839-99.4% |
| Participant deferral / active EE | $3,121 | $7,751-59.7% | $7,353-57.6% | $6,342-50.8% |
| Admin fee / account holder | $2,330 | $12,559-81.4% | $10,802-78.4% | $12,315-81.1% |