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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 | $143,059 | $138,075+3.6% | $123,552+15.8% | $135,379+5.7% |
| Participation rate | 61.9% | 84.7%-22.8pp | 82.3%-20.4pp | 82.6%-20.7pp |
| Annual return | 1.73% | 153.70%-152.0pp | 119.20%-117.5pp | 519.79%-518.1pp |
| Employer contribution / active EE | $295 | $5,152-94.3% | $4,628-93.6% | $4,779-93.8% |
| Participant deferral / active EE | $3,408 | $6,800-49.9% | $6,426-47.0% | $5,609-39.2% |
| Admin fee / account holder | $20,331 | $10,917+86.2% | $9,285+119.0% | $10,828+87.8% |