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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 | $46,808 | $160,028-70.8% | $147,080-68.2% | $145,884-67.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 23.15% | 98.60%-75.4pp | 420.17%-397.0pp | 551.85%-528.7pp |
| Employer contribution / active EE | $698 | $5,286-86.8% | $4,933-85.9% | $4,662-85.0% |
| Participant deferral / active EE | $5,149 | $8,422-38.9% | $8,066-36.2% | $6,690-23.0% |
| Admin fee / account holder | $92,944 | $15,030+518.4% | $12,989+615.6% | $13,392+594.0% |