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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 | $42,596 | $125,190-66.0% | $105,624-59.7% | $145,897-70.8% |
| Participation rate | 25.0% | 77.6%-52.6pp | 75.3%-50.3pp | 80.3%-55.3pp |
| Annual return | 9.11% | 225.22%-216.1pp | 116.20%-107.1pp | 552.29%-543.2pp |
| Employer contribution / active EE | $359 | $3,720-90.4% | $3,168-88.7% | $4,663-92.3% |
| Participant deferral / active EE | $2,313 | $5,716-59.5% | $5,013-53.8% | $6,689-65.4% |
| Admin fee / account holder | $8,962 | $17,138-47.7% | $10,961-18.2% | $13,390-33.1% |