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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 | $61,900 | $183,988-66.4% | $162,177-61.8% | $152,897-59.5% |
| Participation rate | 38.9% | 88.5%-49.6pp | 87.6%-48.7pp | 82.5%-43.6pp |
| Annual return | 19.34% | 150.79%-131.4pp | 115.60%-96.3pp | 345.43%-326.1pp |
| Employer contribution / active EE | $1,189 | $6,370-81.3% | $5,613-78.8% | $4,764-75.0% |
| Participant deferral / active EE | $4,277 | $8,032-46.8% | $7,297-41.4% | $5,851-26.9% |
| Admin fee / account holder | $885 | $13,123-93.3% | $10,843-91.8% | $11,599-92.4% |