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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 | $82,805 | $165,361-49.9% | $149,715-44.7% | $158,950-47.9% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 25.94% | 348.24%-322.3pp | 276.66%-250.7pp | 302.91%-277.0pp |
| Employer contribution / active EE | $8 | $5,103-99.8% | $4,645-99.8% | $4,762-99.8% |
| Participant deferral / active EE | $4,275 | $7,182-40.5% | $6,842-37.5% | $5,983-28.5% |
| Admin fee / account holder | $14,671 | $10,808+35.7% | $9,310+57.6% | $11,248+30.4% |