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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 | $100,888 | $152,619-33.9% | $125,195-19.4% | $152,909-34.0% |
| Participation rate | 36.8% | 83.3%-46.5pp | 79.8%-42.9pp | 82.5%-45.6pp |
| Annual return | 19.28% | 54.85%-35.6pp | 43.79%-24.5pp | 345.46%-326.2pp |
| Employer contribution / active EE | $333 | $4,947-93.3% | $3,866-91.4% | $4,764-93.0% |
| Participant deferral / active EE | $4,328 | $5,869-26.3% | $4,937-12.3% | $5,851-26.0% |
| Admin fee / account holder | $5,163 | $13,437-61.6% | $9,704-46.8% | $11,601-55.5% |