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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 | $36,657 | $209,425-82.5% | $178,499-79.5% | $158,966-76.9% |
| Participation rate | 61.5% | 86.4%-24.8pp | 81.9%-20.4pp | 82.0%-20.4pp |
| Annual return | 14.03% | 188.80%-174.8pp | 151.10%-137.1pp | 302.95%-288.9pp |
| Employer contribution / active EE | $1,016 | $5,707-82.2% | $5,011-79.7% | $4,762-78.7% |
| Participant deferral / active EE | $2,834 | $5,955-52.4% | $5,202-45.5% | $5,983-52.6% |
| Admin fee / account holder | $4,170 | $17,078-75.6% | $13,986-70.2% | $11,250-62.9% |