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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 | $70,012 | $226,135-69.0% | $182,558-61.6% | $152,909-54.2% |
| Participation rate | 36.8% | 82.5%-45.6pp | 78.0%-41.1pp | 82.5%-45.6pp |
| Annual return | 18.62% | 192.60%-174.0pp | 148.59%-130.0pp | 345.46%-326.8pp |
| Employer contribution / active EE | $198 | $4,979-96.0% | $4,076-95.1% | $4,764-95.8% |
| Participant deferral / active EE | $1,981 | $6,371-68.9% | $5,526-64.1% | $5,851-66.1% |
| Admin fee / account holder | $1,325 | $10,707-87.6% | $8,594-84.6% | $11,601-88.6% |