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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 | $37,297 | $102,595-63.6% | $94,057-60.3% | $154,746-75.9% |
| Participation rate | 22.2% | 76.0%-53.8pp | 73.3%-51.1pp | 80.7%-58.5pp |
| Annual return | 18.35% | 583.42%-565.1pp | 480.62%-462.3pp | 172.34%-154.0pp |
| Employer contribution / active EE | $310 | $3,147-90.2% | $2,933-89.4% | $4,379-92.9% |
| Participant deferral / active EE | $1,309 | $5,118-74.4% | $4,709-72.2% | $6,730-80.6% |
| Admin fee / account holder | $2,177 | $7,736-71.9% | $7,244-70.0% | $14,365-84.8% |