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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 | $119,344 | $175,259-31.9% | $149,723-20.3% | $139,487-14.4% |
| Participation rate | 45.5% | 83.4%-37.9pp | 78.8%-33.3pp | 80.3%-34.9pp |
| Annual return | 13.71% | 166.82%-153.1pp | 134.50%-120.8pp | 373.84%-360.1pp |
| Employer contribution / active EE | $1,052 | $5,478-80.8% | $4,821-78.2% | $4,755-77.9% |
| Participant deferral / active EE | $4,831 | $6,522-25.9% | $5,682-15.0% | $6,713-28.0% |
| Admin fee / account holder | $1,785 | $16,158-89.0% | $13,215-86.5% | $11,407-84.3% |