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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 | $42,812 | $176,120-75.7% | $159,487-73.2% | $167,553-74.4% |
| Participation rate | 47.1% | 85.0%-37.9pp | 82.8%-35.8pp | 82.1%-35.1pp |
| Annual return | 21.52% | 331.95%-310.4pp | 263.71%-242.2pp | 478.89%-457.4pp |
| Employer contribution / active EE | $414 | $5,299-92.2% | $4,831-91.4% | $4,840-91.5% |
| Participant deferral / active EE | $3,678 | $7,752-52.6% | $7,354-50.0% | $6,343-42.0% |
| Admin fee / account holder | $2,204 | $12,561-82.5% | $10,804-79.6% | $12,316-82.1% |