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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 | $99,930 | $166,268-39.9% | $165,100-39.5% | $145,897-31.5% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.6%-41.1pp | 80.3%-42.8pp |
| Annual return | 12.56% | 100.52%-88.0pp | 70.21%-57.7pp | 552.29%-539.7pp |
| Employer contribution / active EE | $1,000 | $5,284-81.1% | $4,348-77.0% | $4,663-78.5% |
| Participant deferral / active EE | $3,455 | $6,964-50.4% | $6,035-42.8% | $6,689-48.4% |
| Admin fee / account holder | $5,032 | $16,659-69.8% | $12,696-60.4% | $13,390-62.4% |