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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 | $95,605 | $155,555-38.5% | $146,866-34.9% | $155,188-38.4% |
| Participation rate | 12.5% | 84.0%-71.5pp | 82.5%-70.0pp | 80.8%-68.3pp |
| Annual return | 16.48% | 115.41%-98.9pp | 102.85%-86.4pp | 148.84%-132.4pp |
| Employer contribution / active EE | $715 | $4,647-84.6% | $4,425-83.8% | $4,248-83.2% |
| Participant deferral / active EE | $2,555 | $8,044-68.2% | $7,759-67.1% | $6,531-60.9% |
| Admin fee / account holder | $71,991 | $14,755+387.9% | $13,620+428.6% | $14,480+397.2% |