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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 | $104,885 | $176,077-40.4% | $159,455-34.2% | $167,518-37.4% |
| Participation rate | 60.9% | 84.9%-24.1pp | 82.8%-22.0pp | 82.1%-21.2pp |
| Annual return | 15.72% | 331.83%-316.1pp | 263.63%-247.9pp | 478.71%-463.0pp |
| Employer contribution / active EE | $455 | $5,298-91.4% | $4,830-90.6% | $4,838-90.6% |
| Participant deferral / active EE | $4,669 | $7,751-39.8% | $7,353-36.5% | $6,342-26.4% |
| Admin fee / account holder | $20,107 | $12,556+60.1% | $10,800+86.2% | $12,312+63.3% |