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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 | $31,492 | $160,070-80.3% | $147,117-78.6% | $145,897-78.4% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.8pp |
| Annual return | 20.28% | 98.69%-78.4pp | 420.54%-400.3pp | 552.29%-532.0pp |
| Employer contribution / active EE | $961 | $5,285-81.8% | $4,932-80.5% | $4,663-79.4% |
| Participant deferral / active EE | $3,189 | $8,419-62.1% | $8,065-60.5% | $6,689-52.3% |
| Admin fee / account holder | $2,541 | $15,035-83.1% | $12,993-80.4% | $13,390-81.0% |