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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 | $35,814 | $217,432-83.5% | $185,849-80.7% | $167,536-78.6% |
| Participation rate | 62.5% | 86.1%-23.6pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 9.18% | 148.42%-139.2pp | 122.10%-112.9pp | 478.82%-469.6pp |
| Employer contribution / active EE | $1,205 | $5,875-79.5% | $5,169-76.7% | $4,839-75.1% |
| Participant deferral / active EE | $2,740 | $6,357-56.9% | $5,569-50.8% | $6,342-56.8% |
| Admin fee / account holder | $6,998 | $19,818-64.7% | $16,244-56.9% | $12,315-43.2% |