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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 | $97,979 | $176,120-44.4% | $159,487-38.6% | $167,553-41.5% |
| Participation rate | 20.0% | 85.0%-65.0pp | 82.8%-62.8pp | 82.1%-62.1pp |
| Annual return | 20.30% | 331.95%-311.6pp | 263.71%-243.4pp | 478.89%-458.6pp |
| Employer contribution / active EE | $312 | $5,299-94.1% | $4,831-93.5% | $4,840-93.6% |
| Participant deferral / active EE | $3,900 | $7,752-49.7% | $7,354-47.0% | $6,343-38.5% |
| Admin fee / account holder | $851 | $12,561-93.2% | $10,804-92.1% | $12,316-93.1% |