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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 | $29,075 | $160,070-81.8% | $147,117-80.2% | $145,897-80.1% |
| Participation rate | 45.5% | 84.0%-38.6pp | 82.2%-36.7pp | 80.3%-34.9pp |
| Annual return | 10.87% | 98.69%-87.8pp | 420.54%-409.7pp | 552.29%-541.4pp |
| Employer contribution / active EE | $749 | $5,285-85.8% | $4,932-84.8% | $4,663-83.9% |
| Participant deferral / active EE | $4,321 | $8,419-48.7% | $8,065-46.4% | $6,689-35.4% |
| Admin fee / account holder | $1,988 | $15,035-86.8% | $12,993-84.7% | $13,390-85.2% |