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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 | $117,486 | $175,259-33.0% | $149,723-21.5% | $139,487-15.8% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 13.27% | 166.82%-153.5pp | 134.50%-121.2pp | 373.84%-360.6pp |
| Employer contribution / active EE | $761 | $5,478-86.1% | $4,821-84.2% | $4,755-84.0% |
| Participant deferral / active EE | $4,184 | $6,522-35.8% | $5,682-26.4% | $6,713-37.7% |
| Admin fee / account holder | $2,223 | $16,158-86.2% | $13,215-83.2% | $11,407-80.5% |