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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 | $34,504 | $134,817-74.4% | $123,973-72.2% | $155,188-77.8% |
| Participation rate | 18.8% | 79.4%-60.6pp | 76.7%-57.9pp | 80.8%-62.1pp |
| Annual return | 18.48% | 515.49%-497.0pp | 388.13%-369.6pp | 148.84%-130.4pp |
| Employer contribution / active EE | $809 | $4,425-81.7% | $4,126-80.4% | $4,248-80.9% |
| Participant deferral / active EE | $1,970 | $5,706-65.5% | $5,247-62.5% | $6,531-69.8% |
| Admin fee / account holder | $6,115 | $13,245-53.8% | $11,799-48.2% | $14,480-57.8% |