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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 | $126,399 | $106,005+19.2% | $92,239+37.0% | $147,585-14.4% |
| Participation rate | 38.9% | 80.4%-41.5pp | 76.5%-37.6pp | 82.8%-43.9pp |
| Annual return | 15.30% | 50.05%-34.8pp | 176.29%-161.0pp | 578.58%-563.3pp |
| Employer contribution / active EE | $663 | $4,333-84.7% | $3,680-82.0% | $4,876-86.4% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10,672 | $6,333+68.5% | $5,194+105.5% | $10,886-2.0% |