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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 | $91,628 | $166,268-44.9% | $165,100-44.5% | $145,897-37.2% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 10.65% | 100.52%-89.9pp | 70.21%-59.6pp | 552.29%-541.6pp |
| Employer contribution / active EE | $1,058 | $5,284-80.0% | $4,348-75.7% | $4,663-77.3% |
| Participant deferral / active EE | $2,681 | $6,964-61.5% | $6,035-55.6% | $6,689-59.9% |
| Admin fee / account holder | $9,866 | $16,659-40.8% | $12,696-22.3% | $13,390-26.3% |