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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 | $37,832 | $176,105-78.5% | $159,474-76.3% | $167,536-77.4% |
| Participation rate | 41.7% | 85.0%-43.3pp | 82.8%-41.2pp | 82.1%-40.4pp |
| Annual return | 27.64% | 331.91%-304.3pp | 263.68%-236.0pp | 478.82%-451.2pp |
| Employer contribution / active EE | $869 | $5,299-83.6% | $4,831-82.0% | $4,839-82.0% |
| Participant deferral / active EE | $2,856 | $7,751-63.2% | $7,353-61.2% | $6,342-55.0% |
| Admin fee / account holder | $3,154 | $12,559-74.9% | $10,802-70.8% | $12,315-74.4% |