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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 | $89,141 | $180,466-50.6% | $154,114-42.2% | $135,382-34.2% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | 4.63% | 888.15%-883.5pp | 735.16%-730.5pp | 519.77%-515.1pp |
| Employer contribution / active EE | $506 | $6,035-91.6% | $5,298-90.4% | $4,779-89.4% |
| Participant deferral / active EE | $4,857 | $5,806-16.4% | $5,081-4.4% | $5,609-13.4% |
| Admin fee / account holder | $1,362 | $16,144-91.6% | $13,411-89.8% | $10,829-87.4% |