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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 | $111,672 | $209,874-46.8% | $189,537-41.1% | $167,536-33.3% |
| Participation rate | 55.6% | 88.7%-33.1pp | 87.8%-32.2pp | 82.1%-26.6pp |
| Annual return | 11.03% | 748.61%-737.6pp | 555.34%-544.3pp | 478.82%-467.8pp |
| Employer contribution / active EE | $976 | $6,913-85.9% | $6,161-84.2% | $4,839-79.8% |
| Participant deferral / active EE | $5,282 | $8,934-40.9% | $8,220-35.7% | $6,342-16.7% |
| Admin fee / account holder | $44,514 | $14,299+211.3% | $12,048+269.5% | $12,315+261.5% |