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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 | $40,674 | $160,070-74.6% | $147,117-72.4% | $145,897-72.1% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.9pp | 80.3%-22.0pp |
| Annual return | 10.06% | 98.69%-88.6pp | 420.54%-410.5pp | 552.29%-542.2pp |
| Employer contribution / active EE | $6 | $5,285-99.9% | $4,932-99.9% | $4,663-99.9% |
| Participant deferral / active EE | $3,678 | $8,419-56.3% | $8,065-54.4% | $6,689-45.0% |
| Admin fee / account holder | $18,030 | $15,035+19.9% | $12,993+38.8% | $13,390+34.7% |