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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 | $90,473 | $160,040-43.5% | $147,096-38.5% | $145,877-38.0% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 16.49% | 98.49%-82.0pp | 419.75%-403.3pp | 551.28%-534.8pp |
| Employer contribution / active EE | $902 | $5,289-82.9% | $4,936-81.7% | $4,663-80.6% |
| Participant deferral / active EE | $5,947 | $8,429-29.4% | $8,071-26.3% | $6,691-11.1% |
| Admin fee / account holder | $8,520 | $15,050-43.4% | $13,005-34.5% | $13,402-36.4% |