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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 | $145,426 | $198,462-26.7% | $170,439-14.7% | $147,585-1.5% |
| Participation rate | 20.0% | 88.0%-68.0pp | 83.6%-63.6pp | 82.8%-62.8pp |
| Annual return | 9.61% | 257.30%-247.7pp | 205.94%-196.3pp | 578.58%-569.0pp |
| Employer contribution / active EE | $1,167 | $6,184-81.1% | $5,433-78.5% | $4,876-76.1% |
| Participant deferral / active EE | $3,600 | $5,629-36.1% | $4,939-27.1% | $5,439-33.8% |
| Admin fee / account holder | $20,311 | $16,852+20.5% | $13,881+46.3% | $10,886+86.6% |