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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 | $33,193 | $209,405-84.1% | $178,486-81.4% | $158,931-79.1% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 12.58% | 188.77%-176.2pp | 151.08%-138.5pp | 302.86%-290.3pp |
| Employer contribution / active EE | $507 | $5,707-91.1% | $5,011-89.9% | $4,761-89.4% |
| Participant deferral / active EE | $2,505 | $5,954-57.9% | $5,202-51.8% | $5,982-58.1% |
| Admin fee / account holder | $23,886 | $17,076+39.9% | $13,985+70.8% | $11,247+112.4% |