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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 | $105,523 | $180,749-41.6% | $160,784-34.4% | $137,256-23.1% |
| Participation rate | 33.3% | 80.0%-46.6pp | 77.0%-43.6pp | 80.0%-46.6pp |
| Annual return | 12.03% | 2234.46%-2222.4pp | 1803.92%-1791.9pp | 220.34%-208.3pp |
| Employer contribution / active EE | $320 | $4,155-92.3% | $3,733-91.4% | $4,156-92.3% |
| Participant deferral / active EE | $1,418 | $6,844-79.3% | $6,293-77.5% | $6,407-77.9% |
| Admin fee / account holder | $5,649 | $10,397-45.7% | $9,717-41.9% | $12,270-54.0% |