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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 | $29,965 | $217,432-86.2% | $185,849-83.9% | $167,536-82.1% |
| Participation rate | 45.5% | 86.1%-40.6pp | 81.7%-36.3pp | 82.1%-36.7pp |
| Annual return | 17.82% | 148.42%-130.6pp | 122.10%-104.3pp | 478.82%-461.0pp |
| Employer contribution / active EE | $1,099 | $5,875-81.3% | $5,169-78.7% | $4,839-77.3% |
| Participant deferral / active EE | $2,458 | $6,357-61.3% | $5,569-55.9% | $6,342-61.2% |
| Admin fee / account holder | $375 | $19,818-98.1% | $16,244-97.7% | $12,315-97.0% |