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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 | $118,246 | $201,344-41.3% | $184,243-35.8% | $145,877-18.9% |
| Participation rate | 11.1% | 87.5%-76.4pp | 86.8%-75.7pp | 80.3%-69.2pp |
| Annual return | 13.38% | 29.01%-15.6pp | 28.82%-15.4pp | 551.28%-537.9pp |
| Employer contribution / active EE | $250 | $7,022-96.4% | $6,427-96.1% | $4,663-94.6% |
| Participant deferral / active EE | $5,360 | $9,807-45.3% | $9,132-41.3% | $6,691-19.9% |
| Admin fee / account holder | $40,826 | $16,382+149.2% | $13,914+193.4% | $13,402+204.6% |