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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 | $40,449 | $107,368-62.3% | $92,915-56.5% | $152,909-73.5% |
| Participation rate | 38.1% | 79.8%-41.7pp | 76.0%-37.9pp | 82.5%-44.4pp |
| Annual return | 21.11% | 145.64%-124.5pp | 109.45%-88.3pp | 345.46%-324.4pp |
| Employer contribution / active EE | $650 | $4,222-84.6% | $3,653-82.2% | $4,764-86.4% |
| Participant deferral / active EE | $1,414 | $4,848-70.8% | $4,238-66.6% | $5,851-75.8% |
| Admin fee / account holder | $1,618 | $7,082-77.2% | $5,796-72.1% | $11,601-86.1% |