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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 | $33,793 | $160,028-78.9% | $147,080-77.0% | $145,884-76.8% |
| Participation rate | 58.8% | 84.0%-25.2pp | 82.2%-23.4pp | 80.3%-21.5pp |
| Annual return | 11.19% | 98.60%-87.4pp | 420.17%-409.0pp | 551.85%-540.7pp |
| Employer contribution / active EE | $850 | $5,286-83.9% | $4,933-82.8% | $4,662-81.8% |
| Participant deferral / active EE | $3,626 | $8,422-56.9% | $8,066-55.0% | $6,690-45.8% |
| Admin fee / account holder | $553 | $15,030-96.3% | $12,989-95.7% | $13,392-95.9% |