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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 | $118,688 | $176,120-32.6% | $159,487-25.6% | $167,553-29.2% |
| Participation rate | 64.3% | 85.0%-20.7pp | 82.8%-18.5pp | 82.1%-17.8pp |
| Annual return | 13.91% | 331.95%-318.0pp | 263.71%-249.8pp | 478.89%-465.0pp |
| Employer contribution / active EE | $590 | $5,299-88.9% | $4,831-87.8% | $4,840-87.8% |
| Participant deferral / active EE | $5,908 | $7,752-23.8% | $7,354-19.7% | $6,343-6.9% |
| Admin fee / account holder | $12,399 | $12,561-1.3% | $10,804+14.8% | $12,316+0.7% |