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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 | $107,612 | $165,361-34.9% | $149,715-28.1% | $158,950-32.3% |
| Participation rate | 38.1% | 84.6%-46.5pp | 82.5%-44.4pp | 82.0%-43.9pp |
| Annual return | 12.94% | 348.24%-335.3pp | 276.66%-263.7pp | 302.91%-290.0pp |
| Employer contribution / active EE | $715 | $5,103-86.0% | $4,645-84.6% | $4,762-85.0% |
| Participant deferral / active EE | $3,341 | $7,182-53.5% | $6,842-51.2% | $5,983-44.1% |
| Admin fee / account holder | $18,461 | $10,808+70.8% | $9,310+98.3% | $11,248+64.1% |