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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 | $159,934-32.2% | $147,005-26.2% | $145,959-25.7% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 19.91% | 98.24%-78.3pp | 418.76%-398.9pp | 561.95%-542.0pp |
| Employer contribution / active EE | $1,005 | $5,287-81.0% | $4,934-79.6% | $4,661-78.4% |
| Participant deferral / active EE | $3,129 | $8,427-62.9% | $8,070-61.2% | $6,689-53.2% |
| Admin fee / account holder | $12,718 | $15,053-15.5% | $13,006-2.2% | $13,398-5.1% |