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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 | $91,375 | $112,112-18.5% | $95,956-4.8% | $158,950-42.5% |
| Participation rate | 64.3% | 79.0%-14.7pp | 77.1%-12.8pp | 82.0%-17.7pp |
| Annual return | 13.48% | 171.15%-157.7pp | 91.63%-78.2pp | 302.91%-289.4pp |
| Employer contribution / active EE | $440 | $3,199-86.3% | $2,541-82.7% | $4,762-90.8% |
| Participant deferral / active EE | $1,719 | $4,784-64.1% | $4,167-58.7% | $5,983-71.3% |
| Admin fee / account holder | $948 | $10,134-90.6% | $6,797-86.1% | $11,248-91.6% |