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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 | $36,782 | $198,457-81.5% | $170,435-78.4% | $147,586-75.1% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 12.88% | 257.30%-244.4pp | 205.94%-193.1pp | 578.59%-565.7pp |
| Employer contribution / active EE | $1,053 | $6,183-83.0% | $5,432-80.6% | $4,876-78.4% |
| Participant deferral / active EE | $3,511 | $5,629-37.6% | $4,939-28.9% | $5,439-35.4% |
| Admin fee / account holder | $5,223 | $16,852-69.0% | $13,881-62.4% | $10,886-52.0% |