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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 | $108,836 | $166,131-34.5% | $164,975-34.0% | $145,877-25.4% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 11.01% | 100.37%-89.4pp | 70.12%-59.1pp | 551.28%-540.3pp |
| Employer contribution / active EE | $1,012 | $5,276-80.8% | $4,343-76.7% | $4,663-78.3% |
| Participant deferral / active EE | $3,067 | $6,962-56.0% | $6,033-49.2% | $6,691-54.2% |
| Admin fee / account holder | $56,477 | $16,648+239.2% | $12,688+345.1% | $13,402+321.4% |