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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 | $38,311 | $111,787-65.7% | $93,681-59.1% | $145,978-73.8% |
| Participation rate | 27.3% | 74.2%-47.0pp | 68.7%-41.5pp | 80.3%-53.0pp |
| Annual return | 15.00% | 203.52%-188.5pp | 133.47%-118.5pp | 550.52%-535.5pp |
| Employer contribution / active EE | $296 | $3,093-90.4% | $2,422-87.8% | $4,662-93.7% |
| Participant deferral / active EE | $2,282 | $4,918-53.6% | $4,415-48.3% | $6,690-65.9% |
| Admin fee / account holder | $568 | $10,256-94.5% | $8,290-93.2% | $13,400-95.8% |