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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 | $130,439 | $160,040-18.5% | $147,096-11.3% | $145,877-10.6% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 9.81% | 98.49%-88.7pp | 419.75%-409.9pp | 551.28%-541.5pp |
| Employer contribution / active EE | $967 | $5,289-81.7% | $4,936-80.4% | $4,663-79.3% |
| Participant deferral / active EE | $5,925 | $8,429-29.7% | $8,071-26.6% | $6,691-11.4% |
| Admin fee / account holder | $4,154 | $15,050-72.4% | $13,005-68.1% | $13,402-69.0% |