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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 | $135,635 | $171,492-20.9% | $150,734-10.0% | $198,609-31.7% |
| Participation rate | 42.9% | 81.4%-38.6pp | 78.4%-35.6pp | 82.4%-39.5pp |
| Annual return | 17.47% | 804.70%-787.2pp | 600.81%-583.3pp | 202.70%-185.2pp |
| Employer contribution / active EE | $933 | $5,470-83.0% | $4,918-81.0% | $5,055-81.6% |
| Participant deferral / active EE | $3,643 | $6,259-41.8% | $5,610-35.1% | $6,977-47.8% |
| Admin fee / account holder | $12,462 | $17,628-29.3% | $14,905-16.4% | $19,030-34.5% |