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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 | $42,764 | $180,749-76.3% | $160,784-73.4% | $137,256-68.8% |
| Participation rate | 42.9% | 80.0%-37.1pp | 77.0%-34.1pp | 80.0%-37.1pp |
| Annual return | 16.29% | 2234.46%-2218.2pp | 1803.92%-1787.6pp | 220.34%-204.0pp |
| Employer contribution / active EE | $395 | $4,155-90.5% | $3,733-89.4% | $4,156-90.5% |
| Participant deferral / active EE | $1,551 | $6,844-77.3% | $6,293-75.4% | $6,407-75.8% |
| Admin fee / account holder | $639 | $10,397-93.9% | $9,717-93.4% | $12,270-94.8% |