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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 | $43,192 | $104,544-58.7% | $76,657-43.7% | $152,897-71.8% |
| Participation rate | 69.6% | 76.6%-7.0pp | 72.1%-2.5pp | 82.5%-12.9pp |
| Annual return | 23.39% | 1014.36%-991.0pp | 1166.74%-1143.4pp | 345.43%-322.0pp |
| Employer contribution / active EE | $177 | $3,118-94.3% | $2,303-92.3% | $4,764-96.3% |
| Participant deferral / active EE | $939 | $4,236-77.8% | $3,335-71.9% | $5,851-84.0% |
| Admin fee / account holder | $478 | $12,286-96.1% | $6,423-92.6% | $11,599-95.9% |