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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 | $106,505 | $159,978-33.4% | $147,041-27.6% | $145,978-27.0% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 103.79% | 98.36%+5.4pp | 419.21%-315.4pp | 550.52%-446.7pp |
| Employer contribution / active EE | $988 | $5,288-81.3% | $4,935-80.0% | $4,662-78.8% |
| Participant deferral / active EE | $3,912 | $8,429-53.6% | $8,071-51.5% | $6,690-41.5% |
| Admin fee / account holder | $1,510 | $15,053-90.0% | $13,006-88.4% | $13,400-88.7% |