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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 | $40,184 | $171,492-76.6% | $150,734-73.3% | $198,609-79.8% |
| Participation rate | 61.1% | 81.4%-20.3pp | 78.4%-17.3pp | 82.4%-21.3pp |
| Annual return | 14.73% | 804.70%-790.0pp | 600.81%-586.1pp | 202.70%-188.0pp |
| Employer contribution / active EE | $1,357 | $5,470-75.2% | $4,918-72.4% | $5,055-73.2% |
| Participant deferral / active EE | $2,715 | $6,259-56.6% | $5,610-51.6% | $6,977-61.1% |
| Admin fee / account holder | $14,806 | $17,628-16.0% | $14,905-0.7% | $19,030-22.2% |