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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 | $111,885 | $171,492-34.8% | $150,734-25.8% | $198,609-43.7% |
| Participation rate | 41.7% | 81.4%-39.7pp | 78.4%-36.8pp | 82.4%-40.7pp |
| Annual return | 15.92% | 804.70%-788.8pp | 600.81%-584.9pp | 202.70%-186.8pp |
| Employer contribution / active EE | $1,392 | $5,470-74.5% | $4,918-71.7% | $5,055-72.5% |
| Participant deferral / active EE | $5,957 | $6,259-4.8% | $5,610+6.2% | $6,977-14.6% |
| Admin fee / account holder | $1,019 | $17,628-94.2% | $14,905-93.2% | $19,030-94.6% |