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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 | $45,372 | $176,077-74.2% | $159,455-71.5% | $167,518-72.9% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 12.35% | 331.83%-319.5pp | 263.63%-251.3pp | 478.71%-466.4pp |
| Employer contribution / active EE | $480 | $5,298-90.9% | $4,830-90.1% | $4,838-90.1% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $520 | $12,556-95.9% | $10,800-95.2% | $12,312-95.8% |