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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 | $108,277 | $144,130-24.9% | $117,861-8.1% | $147,586-26.6% |
| Participation rate | 41.2% | 83.4%-42.2pp | 79.7%-38.5pp | 82.8%-41.7pp |
| Annual return | 9.50% | 531.20%-521.7pp | 335.11%-325.6pp | 578.59%-569.1pp |
| Employer contribution / active EE | $865 | $4,897-82.3% | $3,786-77.2% | $4,876-82.3% |
| Participant deferral / active EE | $3,310 | $5,316-37.7% | $4,482-26.2% | $5,439-39.1% |
| Admin fee / account holder | $13,921 | $10,887+27.9% | $8,021+73.6% | $10,886+27.9% |