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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 | $53,721 | $160,028-66.4% | $147,080-63.5% | $145,884-63.2% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 11.66% | 98.60%-86.9pp | 420.17%-408.5pp | 551.85%-540.2pp |
| Employer contribution / active EE | $792 | $5,286-85.0% | $4,933-83.9% | $4,662-83.0% |
| Participant deferral / active EE | $2,681 | $8,422-68.2% | $8,066-66.8% | $6,690-59.9% |
| Admin fee / account holder | $150,159 | $15,030+899.1% | $12,989+1056.1% | $13,392+1021.3% |