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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 | $46,443 | $99,011-53.1% | $86,582-46.4% | $147,586-68.5% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 16.11% | 1312.75%-1296.6pp | 965.08%-949.0pp | 578.59%-562.5pp |
| Employer contribution / active EE | $16 | $3,132-99.5% | $2,839-99.4% | $4,876-99.7% |
| Participant deferral / active EE | $7,648 | $3,972+92.5% | $3,609+111.9% | $5,439+40.6% |
| Admin fee / account holder | $15,743 | $5,709+175.8% | $4,904+221.0% | $10,886+44.6% |