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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 | $176,105-40.4% | $159,474-34.2% | $167,536-37.4% |
| Participation rate | 60.9% | 85.0%-24.1pp | 82.8%-22.0pp | 82.1%-21.2pp |
| Annual return | 15.72% | 331.91%-316.2pp | 263.68%-248.0pp | 478.82%-463.1pp |
| Employer contribution / active EE | $455 | $5,299-91.4% | $4,831-90.6% | $4,839-90.6% |
| Participant deferral / active EE | $4,669 | $7,751-39.8% | $7,353-36.5% | $6,342-26.4% |
| Admin fee / account holder | $20,107 | $12,559+60.1% | $10,802+86.1% | $12,315+63.3% |