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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 | $94,954 | $198,457-52.2% | $170,435-44.3% | $147,586-35.7% |
| Participation rate | 40.0% | 88.0%-48.0pp | 83.6%-43.6pp | 82.8%-42.8pp |
| Annual return | 11.13% | 257.30%-246.2pp | 205.94%-194.8pp | 578.59%-567.5pp |
| Employer contribution / active EE | $18 | $6,183-99.7% | $5,432-99.7% | $4,876-99.6% |
| Participant deferral / active EE | $7,050 | $5,629+25.2% | $4,939+42.7% | $5,439+29.6% |
| Admin fee / account holder | $35,739 | $16,852+112.1% | $13,881+157.5% | $10,886+228.3% |