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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 | $160,040-81.8% | $147,096-80.2% | $145,877-80.1% |
| Participation rate | 45.5% | 84.0%-38.6pp | 82.2%-36.7pp | 80.3%-34.8pp |
| Annual return | 10.87% | 98.49%-87.6pp | 419.75%-408.9pp | 551.28%-540.4pp |
| Employer contribution / active EE | $749 | $5,289-85.8% | $4,936-84.8% | $4,663-83.9% |
| Participant deferral / active EE | $4,321 | $8,429-48.7% | $8,071-46.5% | $6,691-35.4% |
| Admin fee / account holder | $1,988 | $15,050-86.8% | $13,005-84.7% | $13,402-85.2% |