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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 | $155,688 | $228,395-31.8% | $185,861-16.2% | $158,982-2.1% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | 5.30% | 40.82%-35.5pp | 35.96%-30.7pp | 302.99%-297.7pp |
| Employer contribution / active EE | $289 | $4,968-94.2% | $4,088-92.9% | $4,763-93.9% |
| Participant deferral / active EE | $2,299 | $6,417-64.2% | $5,634-59.2% | $5,983-61.6% |
| Admin fee / account holder | $30,436 | $11,869+156.4% | $9,503+220.3% | $11,252+170.5% |