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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 | $39,281 | $227,399-82.7% | $189,758-79.3% | $198,609-80.2% |
| Participation rate | 55.6% | 84.0%-28.4pp | 79.8%-24.2pp | 82.4%-26.8pp |
| Annual return | 10.51% | 61.03%-50.5pp | 52.62%-42.1pp | 202.70%-192.2pp |
| Employer contribution / active EE | $1,421 | $5,526-74.3% | $4,767-70.2% | $5,055-71.9% |
| Participant deferral / active EE | $5,032 | $6,837-26.4% | $5,856-14.1% | $6,977-27.9% |
| Admin fee / account holder | $20,185 | $25,162-19.8% | $20,388-1.0% | $19,030+6.1% |