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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 | $112,161 | $160,070-29.9% | $147,117-23.8% | $145,897-23.1% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 11.70% | 98.69%-87.0pp | 420.54%-408.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $786 | $5,285-85.1% | $4,932-84.1% | $4,663-83.1% |
| Participant deferral / active EE | $7,157 | $8,419-15.0% | $8,065-11.3% | $6,689+7.0% |
| Admin fee / account holder | $10,448 | $15,035-30.5% | $12,993-19.6% | $13,390-22.0% |