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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 | $47,094 | $109,344-56.9% | $89,400-47.3% | $158,950-70.4% |
| Participation rate | 14.3% | 74.3%-60.0pp | 68.0%-53.7pp | 82.0%-67.7pp |
| Annual return | 27.66% | 345.73%-318.1pp | 245.64%-218.0pp | 302.91%-275.2pp |
| Employer contribution / active EE | $269 | $3,170-91.5% | $2,586-89.6% | $4,762-94.3% |
| Participant deferral / active EE | $2,786 | $4,599-39.4% | $3,890-28.4% | $5,983-53.4% |
| Admin fee / account holder | $546 | $6,154-91.1% | $4,882-88.8% | $11,248-95.1% |