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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 | $57,442 | $175,259-67.2% | $149,723-61.6% | $139,487-58.8% |
| Participation rate | 58.8% | 83.4%-24.6pp | 78.8%-20.0pp | 80.3%-21.5pp |
| Annual return | 11.77% | 166.82%-155.1pp | 134.50%-122.7pp | 373.84%-362.1pp |
| Employer contribution / active EE | $227 | $5,478-95.9% | $4,821-95.3% | $4,755-95.2% |
| Participant deferral / active EE | $2,265 | $6,522-65.3% | $5,682-60.1% | $6,713-66.3% |
| Admin fee / account holder | $21,712 | $16,158+34.4% | $13,215+64.3% | $11,407+90.3% |