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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 | $19,895 | $180,749-89.0% | $160,784-87.6% | $137,256-85.5% |
| Participation rate | 39.1% | 80.0%-40.8pp | 77.0%-37.8pp | 80.0%-40.8pp |
| Annual return | 19.62% | 2234.46%-2214.8pp | 1803.92%-1784.3pp | 220.34%-200.7pp |
| Employer contribution / active EE | $98 | $4,155-97.6% | $3,733-97.4% | $4,156-97.6% |
| Participant deferral / active EE | $1,442 | $6,844-78.9% | $6,293-77.1% | $6,407-77.5% |
| Admin fee / account holder | $1,265 | $10,397-87.8% | $9,717-87.0% | $12,270-89.7% |