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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 | $38,686 | $144,130-73.2% | $117,861-67.2% | $147,586-73.8% |
| Participation rate | 42.9% | 83.4%-40.6pp | 79.7%-36.8pp | 82.8%-40.0pp |
| Annual return | 14.96% | 531.20%-516.2pp | 335.11%-320.1pp | 578.59%-563.6pp |
| Employer contribution / active EE | $158 | $4,897-96.8% | $3,786-95.8% | $4,876-96.8% |
| Participant deferral / active EE | $1,918 | $5,316-63.9% | $4,482-57.2% | $5,439-64.7% |
| Admin fee / account holder | $10,729 | $10,887-1.5% | $8,021+33.8% | $10,886-1.4% |