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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 | $92,325 | $144,130-35.9% | $117,861-21.7% | $147,586-37.4% |
| Participation rate | 40.9% | 83.4%-42.5pp | 79.7%-38.8pp | 82.8%-41.9pp |
| Annual return | 17.24% | 531.20%-514.0pp | 335.11%-317.9pp | 578.59%-561.4pp |
| Employer contribution / active EE | $645 | $4,897-86.8% | $3,786-83.0% | $4,876-86.8% |
| Participant deferral / active EE | $2,086 | $5,316-60.8% | $4,482-53.5% | $5,439-61.6% |
| Admin fee / account holder | $7,090 | $10,887-34.9% | $8,021-11.6% | $10,886-34.9% |