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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 | $107,010 | $180,749-40.8% | $160,784-33.4% | $137,256-22.0% |
| Participation rate | 40.0% | 80.0%-40.0pp | 77.0%-37.0pp | 80.0%-40.0pp |
| Annual return | 16.69% | 2234.46%-2217.8pp | 1803.92%-1787.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $318 | $4,155-92.3% | $3,733-91.5% | $4,156-92.4% |
| Participant deferral / active EE | $1,740 | $6,844-74.6% | $6,293-72.3% | $6,407-72.8% |
| Admin fee / account holder | $542 | $10,397-94.8% | $9,717-94.4% | $12,270-95.6% |