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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 | $59,375 | $209,874-71.7% | $189,537-68.7% | $167,536-64.6% |
| Participation rate | 56.5% | 88.7%-32.1pp | 87.8%-31.3pp | 82.1%-25.6pp |
| Annual return | 15.34% | 748.61%-733.3pp | 555.34%-540.0pp | 478.82%-463.5pp |
| Employer contribution / active EE | $1,399 | $6,913-79.8% | $6,161-77.3% | $4,839-71.1% |
| Participant deferral / active EE | $3,975 | $8,934-55.5% | $8,220-51.6% | $6,342-37.3% |
| Admin fee / account holder | $9,409 | $14,299-34.2% | $12,048-21.9% | $12,315-23.6% |