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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 | $105,577 | $198,462-46.8% | $170,439-38.1% | $147,585-28.5% |
| Participation rate | 37.5% | 88.0%-50.5pp | 83.6%-46.1pp | 82.8%-45.3pp |
| Annual return | 10.39% | 257.30%-246.9pp | 205.94%-195.5pp | 578.58%-568.2pp |
| Employer contribution / active EE | $454 | $6,184-92.7% | $5,433-91.7% | $4,876-90.7% |
| Participant deferral / active EE | $3,493 | $5,629-37.9% | $4,939-29.3% | $5,439-35.8% |
| Admin fee / account holder | $28,802 | $16,852+70.9% | $13,881+107.5% | $10,886+164.6% |