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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 | $41,218 | $232,540-82.3% | $185,117-77.7% | $147,586-72.1% |
| Participation rate | 33.3% | 82.4%-49.0pp | 77.3%-43.9pp | 82.8%-49.5pp |
| Annual return | 10.89% | 43.03%-32.1pp | 40.50%-29.6pp | 578.59%-567.7pp |
| Employer contribution / active EE | $120 | $5,195-97.7% | $4,182-97.1% | $4,876-97.5% |
| Participant deferral / active EE | $1,201 | $5,834-79.4% | $5,045-76.2% | $5,439-77.9% |
| Admin fee / account holder | $9,760 | $10,275-5.0% | $8,159+19.6% | $10,886-10.3% |