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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 | $95,410 | $165,361-42.3% | $149,715-36.3% | $158,950-40.0% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 18.05% | 348.24%-330.2pp | 276.66%-258.6pp | 302.91%-284.9pp |
| Employer contribution / active EE | $838 | $5,103-83.6% | $4,645-82.0% | $4,762-82.4% |
| Participant deferral / active EE | $3,339 | $7,182-53.5% | $6,842-51.2% | $5,983-44.2% |
| Admin fee / account holder | $23,274 | $10,808+115.3% | $9,310+150.0% | $11,248+106.9% |