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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 | $131,687 | $159,978-17.7% | $147,041-10.4% | $145,978-9.8% |
| Participation rate | 47.1% | 84.0%-36.9pp | 82.2%-35.1pp | 80.3%-33.2pp |
| Annual return | 16.32% | 98.36%-82.0pp | 419.21%-402.9pp | 550.52%-534.2pp |
| Employer contribution / active EE | $691 | $5,288-86.9% | $4,935-86.0% | $4,662-85.2% |
| Participant deferral / active EE | $2,885 | $8,429-65.8% | $8,071-64.3% | $6,690-56.9% |
| Admin fee / account holder | $30,332 | $15,053+101.5% | $13,006+133.2% | $13,400+126.4% |