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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 | $39,773 | $166,089-76.1% | $164,928-75.9% | $145,978-72.8% |
| Participation rate | 45.5% | 82.0%-36.6pp | 78.6%-33.2pp | 80.3%-34.8pp |
| Annual return | 22.50% | 100.26%-77.8pp | 70.08%-47.6pp | 550.52%-528.0pp |
| Employer contribution / active EE | $1,020 | $5,276-80.7% | $4,343-76.5% | $4,662-78.1% |
| Participant deferral / active EE | $4,567 | $6,961-34.4% | $6,034-24.3% | $6,690-31.7% |
| Admin fee / account holder | $32,964 | $16,641+98.1% | $12,684+159.9% | $13,400+146.0% |