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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 | $38,251 | $209,428-81.7% | $178,498-78.6% | $158,950-75.9% |
| Participation rate | 69.6% | 86.4%-16.8pp | 81.9%-12.4pp | 82.0%-12.4pp |
| Annual return | 15.15% | 188.78%-173.6pp | 151.09%-135.9pp | 302.91%-287.8pp |
| Employer contribution / active EE | $1,077 | $5,707-81.1% | $5,011-78.5% | $4,762-77.4% |
| Participant deferral / active EE | $2,649 | $5,955-55.5% | $5,202-49.1% | $5,983-55.7% |
| Admin fee / account holder | $962 | $17,077-94.4% | $13,985-93.1% | $11,248-91.4% |