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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 | $100,309 | $166,242-39.7% | $165,071-39.2% | $145,884-31.2% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.6%-15.0pp | 80.3%-16.7pp |
| Annual return | 13.14% | 100.44%-87.3pp | 70.17%-57.0pp | 551.85%-538.7pp |
| Employer contribution / active EE | $130 | $5,283-97.5% | $4,347-97.0% | $4,662-97.2% |
| Participant deferral / active EE | $2,260 | $6,964-67.5% | $6,035-62.5% | $6,690-66.2% |
| Admin fee / account holder | $1,032 | $16,658-93.8% | $12,695-91.9% | $13,392-92.3% |