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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 | $47,265 | $112,121-57.8% | $95,960-50.7% | $158,966-70.3% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 17.43% | 171.16%-153.7pp | 91.63%-74.2pp | 302.95%-285.5pp |
| Employer contribution / active EE | $306 | $3,199-90.4% | $2,541-87.9% | $4,762-93.6% |
| Participant deferral / active EE | $4,099 | $4,784-14.3% | $4,167-1.6% | $5,983-31.5% |
| Admin fee / account holder | $1,292 | $10,135-87.2% | $6,797-81.0% | $11,250-88.5% |