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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 | $46,454 | $176,105-73.6% | $159,474-70.9% | $167,536-72.3% |
| Participation rate | 55.0% | 85.0%-30.0pp | 82.8%-27.8pp | 82.1%-27.1pp |
| Annual return | 12.35% | 331.91%-319.6pp | 263.68%-251.3pp | 478.82%-466.5pp |
| Employer contribution / active EE | $132 | $5,299-97.5% | $4,831-97.3% | $4,839-97.3% |
| Participant deferral / active EE | $3,367 | $7,751-56.6% | $7,353-54.2% | $6,342-46.9% |
| Admin fee / account holder | $1,656 | $12,559-86.8% | $10,802-84.7% | $12,315-86.5% |