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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 | $138,362 | $160,040-13.5% | $147,096-5.9% | $145,877-5.2% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 10.69% | 98.49%-87.8pp | 419.75%-409.1pp | 551.28%-540.6pp |
| Employer contribution / active EE | $1,000 | $5,289-81.1% | $4,936-79.7% | $4,663-78.6% |
| Participant deferral / active EE | $3,000 | $8,429-64.4% | $8,071-62.8% | $6,691-55.2% |
| Admin fee / account holder | $2,123 | $15,050-85.9% | $13,005-83.7% | $13,402-84.2% |