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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 | $28,232 | $175,257-83.9% | $149,717-81.1% | $139,456-79.8% |
| Participation rate | 30.0% | 83.4%-53.4pp | 78.8%-48.8pp | 80.3%-50.3pp |
| Annual return | 539.38% | 166.70%+372.7pp | 134.41%+405.0pp | 373.45%+165.9pp |
| Employer contribution / active EE | $553 | $5,477-89.9% | $4,820-88.5% | $4,753-88.4% |
| Participant deferral / active EE | $2,289 | $6,521-64.9% | $5,682-59.7% | $6,711-65.9% |
| Admin fee / account holder | $1,070 | $16,156-93.4% | $13,213-91.9% | $11,407-90.6% |