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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 | $44,037 | $102,696-57.1% | $86,235-48.9% | $139,487-68.4% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 12.42% | 1925.91%-1913.5pp | 1170.03%-1157.6pp | 373.84%-361.4pp |
| Employer contribution / active EE | $202 | $3,034-93.3% | $2,381-91.5% | $4,755-95.8% |
| Participant deferral / active EE | $2,771 | $4,679-40.8% | $3,987-30.5% | $6,713-58.7% |
| Admin fee / account holder | $1,145 | $8,667-86.8% | $6,856-83.3% | $11,407-90.0% |