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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 | $111,990 | $125,184-10.5% | $105,607+6.0% | $145,884-23.2% |
| Participation rate | 41.7% | 77.6%-36.0pp | 75.3%-33.6pp | 80.3%-38.6pp |
| Annual return | 20.10% | 225.00%-204.9pp | 116.11%-96.0pp | 551.85%-531.7pp |
| Employer contribution / active EE | $64 | $3,720-98.3% | $3,167-98.0% | $4,662-98.6% |
| Participant deferral / active EE | $1,939 | $5,714-66.1% | $5,011-61.3% | $6,690-71.0% |
| Admin fee / account holder | $37,385 | $17,133+118.2% | $10,958+241.2% | $13,392+179.2% |