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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 | $32,042 | $160,028-80.0% | $147,080-78.2% | $145,884-78.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 12.71% | 98.60%-85.9pp | 420.17%-407.5pp | 551.85%-539.1pp |
| Employer contribution / active EE | $976 | $5,286-81.5% | $4,933-80.2% | $4,662-79.1% |
| Participant deferral / active EE | $2,820 | $8,422-66.5% | $8,066-65.0% | $6,690-57.8% |
| Admin fee / account holder | $3,059 | $15,030-79.7% | $12,989-76.5% | $13,392-77.2% |