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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 | $38,725 | $88,754-56.4% | $81,820-52.7% | $145,877-73.5% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 13.88% | 1031.77%-1017.9pp | 777.93%-764.1pp | 551.28%-537.4pp |
| Employer contribution / active EE | $100 | $3,085-96.8% | $2,915-96.6% | $4,663-97.9% |
| Participant deferral / active EE | $748 | $4,648-83.9% | $4,323-82.7% | $6,691-88.8% |
| Admin fee / account holder | $565 | $8,424-93.3% | $7,391-92.4% | $13,402-95.8% |