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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 | $108,451 | $160,040-32.2% | $147,096-26.3% | $145,877-25.7% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 19.91% | 98.49%-78.6pp | 419.75%-399.8pp | 551.28%-531.4pp |
| Employer contribution / active EE | $1,005 | $5,289-81.0% | $4,936-79.6% | $4,663-78.4% |
| Participant deferral / active EE | $3,129 | $8,429-62.9% | $8,071-61.2% | $6,691-53.2% |
| Admin fee / account holder | $12,718 | $15,050-15.5% | $13,005-2.2% | $13,402-5.1% |