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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 | $37,603 | $160,070-76.5% | $147,117-74.4% | $145,897-74.2% |
| Participation rate | 30.4% | 84.0%-53.6pp | 82.2%-51.7pp | 80.3%-49.9pp |
| Annual return | 12.07% | 98.69%-86.6pp | 420.54%-408.5pp | 552.29%-540.2pp |
| Employer contribution / active EE | $962 | $5,285-81.8% | $4,932-80.5% | $4,663-79.4% |
| Participant deferral / active EE | $2,773 | $8,419-67.1% | $8,065-65.6% | $6,689-58.6% |
| Admin fee / account holder | $1,023 | $15,035-93.2% | $12,993-92.1% | $13,390-92.4% |