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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 | $48,250 | $289,211-83.3% | $260,467-81.5% | $198,609-75.7% |
| Participation rate | 37.5% | 83.1%-45.6pp | 80.5%-43.0pp | 82.4%-44.9pp |
| Annual return | 13.27% | 112.90%-99.6pp | 100.60%-87.3pp | 202.70%-189.4pp |
| Employer contribution / active EE | $192 | $4,663-95.9% | $4,239-95.5% | $5,055-96.2% |
| Participant deferral / active EE | $1,660 | $6,812-75.6% | $6,319-73.7% | $6,977-76.2% |
| Admin fee / account holder | $10,827 | $16,236-33.3% | $15,461-30.0% | $19,030-43.1% |