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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 | $47,528 | $227,399-79.1% | $189,758-75.0% | $198,609-76.1% |
| Participation rate | 60.0% | 84.0%-24.0pp | 79.8%-19.8pp | 82.4%-22.4pp |
| Annual return | 6.11% | 61.03%-54.9pp | 52.62%-46.5pp | 202.70%-196.6pp |
| Employer contribution / active EE | $1,340 | $5,526-75.7% | $4,767-71.9% | $5,055-73.5% |
| Participant deferral / active EE | $7,160 | $6,837+4.7% | $5,856+22.3% | $6,977+2.6% |
| Admin fee / account holder | $340,396 | $25,162+1252.8% | $20,388+1569.6% | $19,030+1688.7% |