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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 | $145,283 | $110,410+31.6% | $102,437+41.8% | $145,897-0.4% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 10.01% | 24.85%-14.8pp | 24.95%-14.9pp | 552.29%-542.3pp |
| Employer contribution / active EE | $504 | $4,217-88.1% | $3,871-87.0% | $4,663-89.2% |
| Participant deferral / active EE | $2,911 | $5,622-48.2% | $5,060-42.5% | $6,689-56.5% |
| Admin fee / account holder | $88,232 | $9,745+805.4% | $8,388+951.9% | $13,390+558.9% |