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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 | $117,108 | $160,028-26.8% | $147,080-20.4% | $145,884-19.7% |
| Participation rate | 28.6% | 84.0%-55.5pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 58.82% | 98.60%-39.8pp | 420.17%-361.3pp | 551.85%-493.0pp |
| Employer contribution / active EE | $127 | $5,286-97.6% | $4,933-97.4% | $4,662-97.3% |
| Participant deferral / active EE | $3,154 | $8,422-62.5% | $8,066-60.9% | $6,690-52.8% |
| Admin fee / account holder | $2,518 | $15,030-83.2% | $12,989-80.6% | $13,392-81.2% |