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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 | $60,280 | $180,749-66.7% | $160,784-62.5% | $137,256-56.1% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.0%-14.5pp | 80.0%-17.5pp |
| Annual return | 13.65% | 2234.46%-2220.8pp | 1803.92%-1790.3pp | 220.34%-206.7pp |
| Employer contribution / active EE | $429 | $4,155-89.7% | $3,733-88.5% | $4,156-89.7% |
| Participant deferral / active EE | $1,466 | $6,844-78.6% | $6,293-76.7% | $6,407-77.1% |
| Admin fee / account holder | $1,245 | $10,397-88.0% | $9,717-87.2% | $12,270-89.8% |