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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 | $34,302 | $198,457-82.7% | $170,435-79.9% | $147,586-76.8% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 13.28% | 257.30%-244.0pp | 205.94%-192.7pp | 578.59%-565.3pp |
| Employer contribution / active EE | $1,051 | $6,183-83.0% | $5,432-80.7% | $4,876-78.4% |
| Participant deferral / active EE | $2,332 | $5,629-58.6% | $4,939-52.8% | $5,439-57.1% |
| Admin fee / account holder | $4,821 | $16,852-71.4% | $13,881-65.3% | $10,886-55.7% |