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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 | $98,357 | $125,190-21.4% | $105,624-6.9% | $145,897-32.6% |
| Participation rate | 33.3% | 77.6%-44.3pp | 75.3%-41.9pp | 80.3%-47.0pp |
| Annual return | 14.95% | 225.22%-210.3pp | 116.20%-101.3pp | 552.29%-537.3pp |
| Employer contribution / active EE | $720 | $3,720-80.6% | $3,168-77.3% | $4,663-84.6% |
| Participant deferral / active EE | $6,000 | $5,716+5.0% | $5,013+19.7% | $6,689-10.3% |
| Admin fee / account holder | $500 | $17,138-97.1% | $10,961-95.4% | $13,390-96.3% |