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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 | $56,265 | $160,040-64.8% | $147,096-61.7% | $145,877-61.4% |
| Participation rate | 52.4% | 84.0%-31.6pp | 82.2%-29.8pp | 80.3%-27.9pp |
| Annual return | 11.50% | 98.49%-87.0pp | 419.75%-408.3pp | 551.28%-539.8pp |
| Employer contribution / active EE | $941 | $5,289-82.2% | $4,936-80.9% | $4,663-79.8% |
| Participant deferral / active EE | $4,538 | $8,429-46.2% | $8,071-43.8% | $6,691-32.2% |
| Admin fee / account holder | $58,413 | $15,050+288.1% | $13,005+349.2% | $13,402+335.9% |