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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 | $154,718 | $135,645+14.1% | $110,243+40.3% | $135,379+14.3% |
| Participation rate | 40.0% | 83.5%-43.5pp | 79.8%-39.8pp | 82.6%-42.6pp |
| Annual return | 0.09% | 513.24%-513.1pp | 314.76%-314.7pp | 519.79%-519.7pp |
| Employer contribution / active EE | $519 | $4,907-89.4% | $3,827-86.4% | $4,779-89.1% |
| Participant deferral / active EE | $3,925 | $5,507-28.7% | $4,672-16.0% | $5,609-30.0% |
| Admin fee / account holder | $22,879 | $11,458+99.7% | $8,548+167.7% | $10,828+111.3% |