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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 | $39,318 | $96,361-59.2% | $80,607-51.2% | $139,456-71.8% |
| Participation rate | 46.7% | 73.6%-27.0pp | 67.0%-20.3pp | 80.3%-33.7pp |
| Annual return | 17.82% | 1350.95%-1333.1pp | 936.11%-918.3pp | 373.45%-355.6pp |
| Employer contribution / active EE | $172 | $3,262-94.7% | $2,724-93.7% | $4,753-96.4% |
| Participant deferral / active EE | $1,907 | $5,232-63.5% | $4,448-57.1% | $6,711-71.6% |
| Admin fee / account holder | $457 | $6,601-93.1% | $5,379-91.5% | $11,407-96.0% |