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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 | $131,988 | $72,071+83.1% | $68,368+93.1% | $137,256-3.8% |
| Participation rate | 8.3% | 76.2%-67.9pp | 73.8%-65.4pp | 80.0%-71.6pp |
| Annual return | 15.34% | 353.14%-337.8pp | 292.57%-277.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $140 | $2,788-95.0% | $2,649-94.7% | $4,156-96.6% |
| Participant deferral / active EE | $1,015 | $4,410-77.0% | $4,123-75.4% | $6,407-84.2% |
| Admin fee / account holder | $405 | $5,336-92.4% | $5,150-92.1% | $12,270-96.7% |