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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 | $105,767 | $183,539-42.4% | $155,556-32.0% | $145,897-27.5% |
| Participation rate | 38.5% | 82.7%-44.2pp | 78.2%-39.8pp | 80.3%-41.8pp |
| Annual return | 14.61% | 61.31%-46.7pp | 64.84%-50.2pp | 552.29%-537.7pp |
| Employer contribution / active EE | $4 | $5,315-99.9% | $4,675-99.9% | $4,663-99.9% |
| Participant deferral / active EE | $6,190 | $6,467-4.3% | $5,631+9.9% | $6,689-7.5% |
| Admin fee / account holder | $1,565 | $19,275-91.9% | $15,885-90.1% | $13,390-88.3% |