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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 | $55,661 | $160,070-65.2% | $147,117-62.2% | $145,897-61.8% |
| Participation rate | 30.0% | 84.0%-54.0pp | 82.2%-52.2pp | 80.3%-50.3pp |
| Annual return | 12.32% | 98.69%-86.4pp | 420.54%-408.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $1,004 | $5,285-81.0% | $4,932-79.6% | $4,663-78.5% |
| Participant deferral / active EE | $3,039 | $8,419-63.9% | $8,065-62.3% | $6,689-54.6% |
| Admin fee / account holder | $5,562 | $15,035-63.0% | $12,993-57.2% | $13,390-58.5% |