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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 | $69,922 | $160,028-56.3% | $147,080-52.5% | $145,884-52.1% |
| Participation rate | 23.8% | 84.0%-60.2pp | 82.2%-58.4pp | 80.3%-56.5pp |
| Annual return | 11.26% | 98.60%-87.3pp | 420.17%-408.9pp | 551.85%-540.6pp |
| Employer contribution / active EE | $793 | $5,286-85.0% | $4,933-83.9% | $4,662-83.0% |
| Participant deferral / active EE | $3,956 | $8,422-53.0% | $8,066-51.0% | $6,690-40.9% |
| Admin fee / account holder | $39,061 | $15,030+159.9% | $12,989+200.7% | $13,392+191.7% |