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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 | $38,460 | $175,259-78.1% | $149,723-74.3% | $139,487-72.4% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 23.31% | 166.82%-143.5pp | 134.50%-111.2pp | 373.84%-350.5pp |
| Employer contribution / active EE | $536 | $5,478-90.2% | $4,821-88.9% | $4,755-88.7% |
| Participant deferral / active EE | $3,294 | $6,522-49.5% | $5,682-42.0% | $6,713-50.9% |
| Admin fee / account holder | $1,216 | $16,158-92.5% | $13,215-90.8% | $11,407-89.3% |