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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 | $111,743 | $201,259-44.5% | $184,200-39.3% | $145,959-23.4% |
| Participation rate | 16.7% | 87.5%-70.8pp | 86.8%-70.2pp | 80.3%-63.6pp |
| Annual return | 24.41% | 28.98%-4.6pp | 28.80%-4.4pp | 561.95%-537.5pp |
| Employer contribution / active EE | $46 | $7,018-99.4% | $6,424-99.3% | $4,661-99.0% |
| Participant deferral / active EE | $5,832 | $9,806-40.5% | $9,132-36.1% | $6,689-12.8% |
| Admin fee / account holder | $7,439 | $16,372-54.6% | $13,907-46.5% | $13,398-44.5% |