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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 | $43,395 | $72,403-40.1% | $67,524-35.7% | $145,978-70.3% |
| Participation rate | 52.4% | 76.9%-24.5pp | 72.9%-20.5pp | 80.3%-27.9pp |
| Annual return | 15.27% | 7197.23%-7182.0pp | 3519.41%-3504.1pp | 550.52%-535.2pp |
| Employer contribution / active EE | $260 | $3,072-91.6% | $2,734-90.5% | $4,662-94.4% |
| Participant deferral / active EE | $1,621 | $4,782-66.1% | $4,001-59.5% | $6,690-75.8% |
| Admin fee / account holder | $745 | $5,541-86.5% | $4,001-81.4% | $13,400-94.4% |