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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 | $40,083 | $175,231-77.1% | $149,696-73.2% | $139,466-71.3% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 13.18% | 166.77%-153.6pp | 134.46%-121.3pp | 373.66%-360.5pp |
| Employer contribution / active EE | $751 | $5,478-86.3% | $4,821-84.4% | $4,754-84.2% |
| Participant deferral / active EE | $2,883 | $6,521-55.8% | $5,682-49.3% | $6,712-57.0% |
| Admin fee / account holder | $2,850 | $16,155-82.4% | $13,212-78.4% | $11,409-75.0% |