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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 | $29,731 | $125,190-76.3% | $105,624-71.9% | $145,897-79.6% |
| Participation rate | 42.1% | 77.6%-35.5pp | 75.3%-33.2pp | 80.3%-38.2pp |
| Annual return | 10.25% | 225.22%-215.0pp | 116.20%-106.0pp | 552.29%-542.0pp |
| Employer contribution / active EE | $325 | $3,720-91.3% | $3,168-89.7% | $4,663-93.0% |
| Participant deferral / active EE | $1,980 | $5,716-65.4% | $5,013-60.5% | $6,689-70.4% |
| Admin fee / account holder | $22,952 | $17,138+33.9% | $10,961+109.4% | $13,390+71.4% |