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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 | $44,173 | $209,422-78.9% | $178,503-75.3% | $158,982-72.2% |
| Participation rate | 46.7% | 86.4%-39.7pp | 81.9%-35.3pp | 82.0%-35.3pp |
| Annual return | 19.13% | 188.81%-169.7pp | 151.12%-132.0pp | 302.99%-283.9pp |
| Employer contribution / active EE | $671 | $5,707-88.2% | $5,011-86.6% | $4,763-85.9% |
| Participant deferral / active EE | $2,608 | $5,955-56.2% | $5,202-49.9% | $5,983-56.4% |
| Admin fee / account holder | $400 | $17,079-97.7% | $13,987-97.1% | $11,252-96.4% |