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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 | $98,843 | $175,231-43.6% | $149,696-34.0% | $139,466-29.1% |
| Participation rate | 30.0% | 83.4%-53.4pp | 78.8%-48.8pp | 80.3%-50.3pp |
| Annual return | 16.52% | 166.77%-150.3pp | 134.46%-117.9pp | 373.66%-357.1pp |
| Employer contribution / active EE | $30 | $5,478-99.5% | $4,821-99.4% | $4,754-99.4% |
| Participant deferral / active EE | $6,380 | $6,521-2.2% | $5,682+12.3% | $6,712-5.0% |
| Admin fee / account holder | $4,960 | $16,155-69.3% | $13,212-62.5% | $11,409-56.5% |