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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 | $43,570 | $107,353-59.4% | $92,903-53.1% | $152,885-71.5% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 21.35% | 145.62%-124.3pp | 109.43%-88.1pp | 345.39%-324.0pp |
| Employer contribution / active EE | $509 | $4,222-87.9% | $3,653-86.1% | $4,763-89.3% |
| Participant deferral / active EE | $1,789 | $4,848-63.1% | $4,238-57.8% | $5,851-69.4% |
| Admin fee / account holder | $745 | $7,081-89.5% | $5,795-87.1% | $11,598-93.6% |