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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 | $113,862 | $209,428-45.6% | $178,498-36.2% | $158,950-28.4% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 19.36% | 188.78%-169.4pp | 151.09%-131.7pp | 302.91%-283.6pp |
| Employer contribution / active EE | $688 | $5,707-88.0% | $5,011-86.3% | $4,762-85.6% |
| Participant deferral / active EE | $4,548 | $5,955-23.6% | $5,202-12.6% | $5,983-24.0% |
| Admin fee / account holder | $6,646 | $17,077-61.1% | $13,985-52.5% | $11,248-40.9% |