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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 | $88,547 | $160,070-44.7% | $147,117-39.8% | $145,897-39.3% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.9pp | 80.3%-47.0pp |
| Annual return | 10.25% | 98.69%-88.4pp | 420.54%-410.3pp | 552.29%-542.0pp |
| Employer contribution / active EE | $446 | $5,285-91.6% | $4,932-91.0% | $4,663-90.4% |
| Participant deferral / active EE | $4,280 | $8,419-49.2% | $8,065-46.9% | $6,689-36.0% |
| Admin fee / account holder | $30,682 | $15,035+104.1% | $12,993+136.2% | $13,390+129.1% |