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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 | $42,373 | $160,028-73.5% | $147,080-71.2% | $145,884-71.0% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 10.27% | 98.60%-88.3pp | 420.17%-409.9pp | 551.85%-541.6pp |
| Employer contribution / active EE | $829 | $5,286-84.3% | $4,933-83.2% | $4,662-82.2% |
| Participant deferral / active EE | $3,299 | $8,422-60.8% | $8,066-59.1% | $6,690-50.7% |
| Admin fee / account holder | $1,437 | $15,030-90.4% | $12,989-88.9% | $13,392-89.3% |