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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 | $36,354 | $112,121-67.6% | $95,960-62.1% | $158,966-77.1% |
| Participation rate | 52.9% | 79.0%-26.0pp | 77.1%-24.1pp | 82.0%-29.0pp |
| Annual return | 18.18% | 171.16%-153.0pp | 91.63%-73.5pp | 302.95%-284.8pp |
| Employer contribution / active EE | $105 | $3,199-96.7% | $2,541-95.9% | $4,762-97.8% |
| Participant deferral / active EE | $2,156 | $4,784-54.9% | $4,167-48.3% | $5,983-64.0% |
| Admin fee / account holder | $309 | $10,135-97.0% | $6,797-95.5% | $11,250-97.3% |