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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 | $58,900 | $183,988-68.0% | $162,177-63.7% | $152,897-61.5% |
| Participation rate | 53.3% | 88.5%-35.2pp | 87.6%-34.2pp | 82.5%-29.1pp |
| Annual return | 20.20% | 150.79%-130.6pp | 115.60%-95.4pp | 345.43%-325.2pp |
| Employer contribution / active EE | $433 | $6,370-93.2% | $5,613-92.3% | $4,764-90.9% |
| Participant deferral / active EE | $3,322 | $8,032-58.6% | $7,297-54.5% | $5,851-43.2% |
| Admin fee / account holder | $24,577 | $13,123+87.3% | $10,843+126.7% | $11,599+111.9% |