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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 | $92,398 | $129,737-28.8% | $119,126-22.4% | $154,746-40.3% |
| Participation rate | 53.3% | 78.9%-25.5pp | 75.8%-22.4pp | 80.7%-27.4pp |
| Annual return | 20.51% | 379.08%-358.6pp | 282.11%-261.6pp | 172.34%-151.8pp |
| Employer contribution / active EE | $834 | $4,375-80.9% | $4,034-79.3% | $4,379-81.0% |
| Participant deferral / active EE | $3,760 | $5,842-35.6% | $5,318-29.3% | $6,730-44.1% |
| Admin fee / account holder | $20,269 | $11,961+69.5% | $10,693+89.6% | $14,365+41.1% |