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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 | $122,166 | $166,089-26.4% | $164,928-25.9% | $145,978-16.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 20.66% | 100.26%-79.6pp | 70.08%-49.4pp | 550.52%-529.9pp |
| Employer contribution / active EE | $442 | $5,276-91.6% | $4,343-89.8% | $4,662-90.5% |
| Participant deferral / active EE | $4,443 | $6,961-36.2% | $6,034-26.4% | $6,690-33.6% |
| Admin fee / account holder | $3,958 | $16,641-76.2% | $12,684-68.8% | $13,400-70.5% |