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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 | $91,182 | $107,363-15.1% | $92,909-1.9% | $152,897-40.4% |
| Participation rate | 31.6% | 79.8%-48.2pp | 76.0%-44.4pp | 82.5%-50.9pp |
| Annual return | 18.53% | 145.63%-127.1pp | 109.44%-90.9pp | 345.43%-326.9pp |
| Employer contribution / active EE | $491 | $4,222-88.4% | $3,653-86.6% | $4,764-89.7% |
| Participant deferral / active EE | $1,398 | $4,848-71.2% | $4,238-67.0% | $5,851-76.1% |
| Admin fee / account holder | $23,004 | $7,082+224.8% | $5,795+297.0% | $11,599+98.3% |