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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 | $33,840 | $209,425-83.8% | $178,499-81.0% | $158,966-78.7% |
| Participation rate | 62.5% | 86.4%-23.9pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 7.72% | 188.80%-181.1pp | 151.10%-143.4pp | 302.95%-295.2pp |
| Employer contribution / active EE | $986 | $5,707-82.7% | $5,011-80.3% | $4,762-79.3% |
| Participant deferral / active EE | $2,447 | $5,955-58.9% | $5,202-53.0% | $5,983-59.1% |
| Admin fee / account holder | $39,628 | $17,078+132.0% | $13,986+183.3% | $11,250+252.2% |