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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 | $46,627 | $180,749-74.2% | $160,784-71.0% | $137,256-66.0% |
| Participation rate | 57.1% | 80.0%-22.8pp | 77.0%-19.8pp | 80.0%-22.8pp |
| Annual return | 11.43% | 2234.46%-2223.0pp | 1803.92%-1792.5pp | 220.34%-208.9pp |
| Employer contribution / active EE | $442 | $4,155-89.4% | $3,733-88.2% | $4,156-89.4% |
| Participant deferral / active EE | $1,281 | $6,844-81.3% | $6,293-79.7% | $6,407-80.0% |
| Admin fee / account holder | $7,437 | $10,397-28.5% | $9,717-23.5% | $12,270-39.4% |