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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 | $25,890 | $175,231-85.2% | $149,696-82.7% | $139,466-81.4% |
| Participation rate | 46.2% | 83.4%-37.2pp | 78.8%-32.6pp | 80.3%-34.2pp |
| Annual return | 18.32% | 166.77%-148.5pp | 134.46%-116.1pp | 373.66%-355.3pp |
| Employer contribution / active EE | $1,032 | $5,478-81.2% | $4,821-78.6% | $4,754-78.3% |
| Participant deferral / active EE | $2,063 | $6,521-68.4% | $5,682-63.7% | $6,712-69.3% |
| Admin fee / account holder | $3,225 | $16,155-80.0% | $13,212-75.6% | $11,409-71.7% |