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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 | $109,620 | $176,120-37.8% | $159,487-31.3% | $167,553-34.6% |
| Participation rate | 30.0% | 85.0%-55.0pp | 82.8%-52.8pp | 82.1%-52.1pp |
| Annual return | 11.57% | 331.95%-320.4pp | 263.71%-252.1pp | 478.89%-467.3pp |
| Employer contribution / active EE | $950 | $5,299-82.1% | $4,831-80.3% | $4,840-80.4% |
| Participant deferral / active EE | $2,624 | $7,752-66.1% | $7,354-64.3% | $6,343-58.6% |
| Admin fee / account holder | $278,172 | $12,561+2114.6% | $10,804+2474.8% | $12,316+2158.6% |