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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 | $116,006 | $159,978-27.5% | $147,041-21.1% | $145,978-20.5% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 12.23% | 98.36%-86.1pp | 419.21%-407.0pp | 550.52%-538.3pp |
| Employer contribution / active EE | $647 | $5,288-87.8% | $4,935-86.9% | $4,662-86.1% |
| Participant deferral / active EE | $6,551 | $8,429-22.3% | $8,071-18.8% | $6,690-2.1% |
| Admin fee / account holder | $4,935 | $15,053-67.2% | $13,006-62.1% | $13,400-63.2% |