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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 | $70,530 | $183,539-61.6% | $155,556-54.7% | $145,897-51.7% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 17.69% | 61.31%-43.6pp | 64.84%-47.2pp | 552.29%-534.6pp |
| Employer contribution / active EE | $754 | $5,315-85.8% | $4,675-83.9% | $4,663-83.8% |
| Participant deferral / active EE | $5,470 | $6,467-15.4% | $5,631-2.9% | $6,689-18.2% |
| Admin fee / account holder | $250,424 | $19,275+1199.2% | $15,885+1476.5% | $13,390+1770.2% |