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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 | $36,112 | $160,028-77.4% | $147,080-75.4% | $145,884-75.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 12.37% | 98.60%-86.2pp | 420.17%-407.8pp | 551.85%-539.5pp |
| Employer contribution / active EE | $910 | $5,286-82.8% | $4,933-81.5% | $4,662-80.5% |
| Participant deferral / active EE | $3,174 | $8,422-62.3% | $8,066-60.7% | $6,690-52.6% |
| Admin fee / account holder | $13,066 | $15,030-13.1% | $12,989+0.6% | $13,392-2.4% |