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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 | $46,416 | $129,737-64.2% | $119,126-61.0% | $154,746-70.0% |
| Participation rate | 36.4% | 78.9%-42.5pp | 75.8%-39.4pp | 80.7%-44.3pp |
| Annual return | 20.60% | 379.08%-358.5pp | 282.11%-261.5pp | 172.34%-151.7pp |
| Employer contribution / active EE | $778 | $4,375-82.2% | $4,034-80.7% | $4,379-82.2% |
| Participant deferral / active EE | $5,018 | $5,842-14.1% | $5,318-5.6% | $6,730-25.4% |
| Admin fee / account holder | $1,533 | $11,961-87.2% | $10,693-85.7% | $14,365-89.3% |