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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 | $30,215 | $183,516-83.5% | $155,534-80.6% | $145,884-79.3% |
| Participation rate | 54.5% | 82.7%-28.2pp | 78.2%-23.7pp | 80.3%-25.8pp |
| Annual return | 11.31% | 61.43%-50.1pp | 64.92%-53.6pp | 551.85%-540.5pp |
| Employer contribution / active EE | $1,012 | $5,315-81.0% | $4,675-78.4% | $4,662-78.3% |
| Participant deferral / active EE | $2,899 | $6,467-55.2% | $5,630-48.5% | $6,690-56.7% |
| Admin fee / account holder | $320 | $19,293-98.3% | $15,900-98.0% | $13,392-97.6% |