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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 | $146,591 | $175,231-16.3% | $149,696-2.1% | $139,466+5.1% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 19.11% | 166.77%-147.7pp | 134.46%-115.3pp | 373.66%-354.6pp |
| Employer contribution / active EE | $1,053 | $5,478-80.8% | $4,821-78.2% | $4,754-77.9% |
| Participant deferral / active EE | $4,725 | $6,521-27.5% | $5,682-16.8% | $6,712-29.6% |
| Admin fee / account holder | $1,028 | $16,155-93.6% | $13,212-92.2% | $11,409-91.0% |