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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 | $31,224 | $183,592-83.0% | $155,574-79.9% | $145,877-78.6% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 50.34% | 61.37%-11.0pp | 64.87%-14.5pp | 551.28%-500.9pp |
| Employer contribution / active EE | $831 | $5,317-84.4% | $4,676-82.2% | $4,663-82.2% |
| Participant deferral / active EE | $5,261 | $6,466-18.6% | $5,629-6.5% | $6,691-21.4% |
| Admin fee / account holder | $1,101 | $19,316-94.3% | $15,914-93.1% | $13,402-91.8% |