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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 | $41,896 | $160,028-73.8% | $147,080-71.5% | $145,884-71.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 19.32% | 98.60%-79.3pp | 420.17%-400.8pp | 551.85%-532.5pp |
| Employer contribution / active EE | $926 | $5,286-82.5% | $4,933-81.2% | $4,662-80.1% |
| Participant deferral / active EE | $3,110 | $8,422-63.1% | $8,066-61.4% | $6,690-53.5% |
| Admin fee / account holder | $2,847 | $15,030-81.1% | $12,989-78.1% | $13,392-78.7% |