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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 | $47,488 | $109,372-56.6% | $89,414-46.9% | $158,966-70.1% |
| Participation rate | 7.1% | 74.3%-67.1pp | 68.0%-60.8pp | 82.0%-74.8pp |
| Annual return | 44.74% | 345.55%-300.8pp | 245.50%-200.8pp | 302.95%-258.2pp |
| Employer contribution / active EE | $116 | $3,171-96.3% | $2,586-95.5% | $4,762-97.6% |
| Participant deferral / active EE | $1,314 | $4,598-71.4% | $3,890-66.2% | $5,983-78.0% |
| Admin fee / account holder | $343 | $6,156-94.4% | $4,883-93.0% | $11,250-97.0% |