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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 | $108,694 | $144,130-24.6% | $117,861-7.8% | $147,586-26.4% |
| Participation rate | 62.5% | 83.4%-20.9pp | 79.7%-17.2pp | 82.8%-20.3pp |
| Annual return | 16.40% | 531.20%-514.8pp | 335.11%-318.7pp | 578.59%-562.2pp |
| Employer contribution / active EE | $587 | $4,897-88.0% | $3,786-84.5% | $4,876-88.0% |
| Participant deferral / active EE | $3,322 | $5,316-37.5% | $4,482-25.9% | $5,439-38.9% |
| Admin fee / account holder | $1,000 | $10,887-90.8% | $8,021-87.5% | $10,886-90.8% |