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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 | $63,333 | $198,457-68.1% | $170,435-62.8% | $147,586-57.1% |
| Participation rate | 58.3% | 88.0%-29.6pp | 83.6%-25.3pp | 82.8%-24.5pp |
| Annual return | 15.43% | 257.30%-241.9pp | 205.94%-190.5pp | 578.59%-563.2pp |
| Employer contribution / active EE | $1,150 | $6,183-81.4% | $5,432-78.8% | $4,876-76.4% |
| Participant deferral / active EE | $3,082 | $5,629-45.2% | $4,939-37.6% | $5,439-43.3% |
| Admin fee / account holder | $18,885 | $16,852+12.1% | $13,881+36.1% | $10,886+73.5% |