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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 | $40,171 | $107,363-62.6% | $92,909-56.8% | $152,897-73.7% |
| Participation rate | 28.6% | 79.8%-51.2pp | 76.0%-47.4pp | 82.5%-53.9pp |
| Annual return | 21.15% | 145.63%-124.5pp | 109.44%-88.3pp | 345.43%-324.3pp |
| Employer contribution / active EE | $624 | $4,222-85.2% | $3,653-82.9% | $4,764-86.9% |
| Participant deferral / active EE | $3,887 | $4,848-19.8% | $4,238-8.3% | $5,851-33.6% |
| Admin fee / account holder | $429 | $7,082-93.9% | $5,795-92.6% | $11,599-96.3% |