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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 | $48,219 | $160,040-69.9% | $147,096-67.2% | $145,877-66.9% |
| Participation rate | 26.1% | 84.0%-57.9pp | 82.2%-56.1pp | 80.3%-54.2pp |
| Annual return | 23.43% | 98.49%-75.1pp | 419.75%-396.3pp | 551.28%-527.9pp |
| Employer contribution / active EE | $798 | $5,289-84.9% | $4,936-83.8% | $4,663-82.9% |
| Participant deferral / active EE | $3,079 | $8,429-63.5% | $8,071-61.8% | $6,691-54.0% |
| Admin fee / account holder | $1,375 | $15,050-90.9% | $13,005-89.4% | $13,402-89.7% |