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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 | $93,986 | $150,207-37.4% | $120,380-21.9% | $145,978-35.6% |
| Participation rate | 60.0% | 78.8%-18.8pp | 71.9%-11.9pp | 80.3%-20.3pp |
| Annual return | 8.87% | 154.28%-145.4pp | 107.28%-98.4pp | 550.52%-541.6pp |
| Employer contribution / active EE | $837 | $4,351-80.8% | $3,465-75.8% | $4,662-82.0% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,992-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,048 | $12,203-91.4% | $9,421-88.9% | $13,400-92.2% |