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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 | $39,848 | $171,492-76.8% | $150,734-73.6% | $198,609-79.9% |
| Participation rate | 30.8% | 81.4%-50.6pp | 78.4%-47.7pp | 82.4%-51.6pp |
| Annual return | 11.11% | 804.70%-793.6pp | 600.81%-589.7pp | 202.70%-191.6pp |
| Employer contribution / active EE | $1,161 | $5,470-78.8% | $4,918-76.4% | $5,055-77.0% |
| Participant deferral / active EE | $3,147 | $6,259-49.7% | $5,610-43.9% | $6,977-54.9% |
| Admin fee / account holder | $527 | $17,628-97.0% | $14,905-96.5% | $19,030-97.2% |