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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 | $50,559 | $180,749-72.0% | $160,784-68.6% | $137,256-63.2% |
| Participation rate | 40.0% | 80.0%-40.0pp | 77.0%-37.0pp | 80.0%-40.0pp |
| Annual return | 19.40% | 2234.46%-2215.1pp | 1803.92%-1784.5pp | 220.34%-200.9pp |
| Employer contribution / active EE | $210 | $4,155-94.9% | $3,733-94.4% | $4,156-94.9% |
| Participant deferral / active EE | $2,600 | $6,844-62.0% | $6,293-58.7% | $6,407-59.4% |
| Admin fee / account holder | $320 | $10,397-96.9% | $9,717-96.7% | $12,270-97.4% |