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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 | $42,307 | $175,259-75.9% | $149,723-71.7% | $139,487-69.7% |
| Participation rate | 36.4% | 83.4%-47.0pp | 78.8%-42.4pp | 80.3%-44.0pp |
| Annual return | 17.42% | 166.82%-149.4pp | 134.50%-117.1pp | 373.84%-356.4pp |
| Employer contribution / active EE | $100 | $5,478-98.2% | $4,821-97.9% | $4,755-97.9% |
| Participant deferral / active EE | $2,008 | $6,522-69.2% | $5,682-64.7% | $6,713-70.1% |
| Admin fee / account holder | $811 | $16,158-95.0% | $13,215-93.9% | $11,407-92.9% |