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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 | $43,036 | $152,592-71.8% | $125,180-65.6% | $152,885-71.9% |
| Participation rate | 33.3% | 83.3%-50.0pp | 79.8%-46.4pp | 82.5%-49.1pp |
| Annual return | 28.23% | 54.84%-26.6pp | 43.79%-15.6pp | 345.39%-317.2pp |
| Employer contribution / active EE | $320 | $4,947-93.5% | $3,866-91.7% | $4,763-93.3% |
| Participant deferral / active EE | $7,181 | $5,868+22.4% | $4,937+45.5% | $5,851+22.7% |
| Admin fee / account holder | $3,781 | $13,435-71.9% | $9,703-61.0% | $11,598-67.4% |