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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 | $47,702 | $210,698-77.4% | $178,014-73.2% | $145,959-67.3% |
| Participation rate | 21.4% | 80.8%-59.3pp | 77.1%-55.7pp | 80.3%-58.9pp |
| Annual return | 12.58% | 386.27%-373.7pp | 294.80%-282.2pp | 561.95%-549.4pp |
| Employer contribution / active EE | $580 | $4,567-87.3% | $3,950-85.3% | $4,661-87.6% |
| Participant deferral / active EE | $2,234 | $6,958-67.9% | $6,276-64.4% | $6,689-66.6% |
| Admin fee / account holder | $1,469 | $12,016-87.8% | $10,362-85.8% | $13,398-89.0% |