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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 | $102,109 | $198,457-48.5% | $170,435-40.1% | $147,586-30.8% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 15.57% | 257.30%-241.7pp | 205.94%-190.4pp | 578.59%-563.0pp |
| Employer contribution / active EE | $501 | $6,183-91.9% | $5,432-90.8% | $4,876-89.7% |
| Participant deferral / active EE | $2,095 | $5,629-62.8% | $4,939-57.6% | $5,439-61.5% |
| Admin fee / account holder | $1,540 | $16,852-90.9% | $13,881-88.9% | $10,886-85.9% |