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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 | $139,488 | $166,131-16.0% | $164,975-15.4% | $145,877-4.4% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 18.22% | 100.37%-82.1pp | 70.12%-51.9pp | 551.28%-533.1pp |
| Employer contribution / active EE | $480 | $5,276-90.9% | $4,343-88.9% | $4,663-89.7% |
| Participant deferral / active EE | $3,448 | $6,962-50.5% | $6,033-42.9% | $6,691-48.5% |
| Admin fee / account holder | $1,206 | $16,648-92.8% | $12,688-90.5% | $13,402-91.0% |