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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 | $56,455 | $198,457-71.6% | $170,435-66.9% | $147,586-61.7% |
| Participation rate | 58.8% | 88.0%-29.1pp | 83.6%-24.8pp | 82.8%-24.0pp |
| Annual return | 12.83% | 257.30%-244.5pp | 205.94%-193.1pp | 578.59%-565.8pp |
| Employer contribution / active EE | $1,037 | $6,183-83.2% | $5,432-80.9% | $4,876-78.7% |
| Participant deferral / active EE | $2,264 | $5,629-59.8% | $4,939-54.2% | $5,439-58.4% |
| Admin fee / account holder | $1,331 | $16,852-92.1% | $13,881-90.4% | $10,886-87.8% |