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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 | $71,844 | $175,257-59.0% | $149,717-52.0% | $139,456-48.5% |
| Participation rate | 69.2% | 83.4%-14.2pp | 78.8%-9.5pp | 80.3%-11.1pp |
| Annual return | 15.82% | 166.70%-150.9pp | 134.41%-118.6pp | 373.45%-357.6pp |
| Employer contribution / active EE | $1,061 | $5,477-80.6% | $4,820-78.0% | $4,753-77.7% |
| Participant deferral / active EE | $2,904 | $6,521-55.5% | $5,682-48.9% | $6,711-56.7% |
| Admin fee / account holder | $32,561 | $16,156+101.5% | $13,213+146.4% | $11,407+185.4% |