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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 | $130,284 | $165,399-21.2% | $149,745-13.0% | $158,982-18.1% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 11.25% | 348.34%-337.1pp | 276.72%-265.5pp | 302.99%-291.7pp |
| Employer contribution / active EE | $865 | $5,105-83.0% | $4,646-81.4% | $4,763-81.8% |
| Participant deferral / active EE | $3,600 | $7,183-49.9% | $6,843-47.4% | $5,983-39.8% |
| Admin fee / account holder | $24,168 | $10,811+123.5% | $9,312+159.5% | $11,252+114.8% |