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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 | $38,230 | $148,582-74.3% | $135,942-71.9% | $139,456-72.6% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 41.56% | 79.26%-37.7pp | 68.28%-26.7pp | 373.45%-331.9pp |
| Employer contribution / active EE | $831 | $5,245-84.2% | $4,858-82.9% | $4,753-82.5% |
| Participant deferral / active EE | $7,280 | $8,101-10.1% | $7,759-6.2% | $6,711+8.5% |
| Admin fee / account holder | $1,598 | $12,402-87.1% | $10,764-85.2% | $11,407-86.0% |