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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 | $46,029 | $150,197-69.4% | $120,368-61.8% | $145,959-68.5% |
| Participation rate | 28.6% | 78.8%-50.2pp | 71.9%-43.3pp | 80.3%-51.7pp |
| Annual return | 17.13% | 154.26%-137.1pp | 107.26%-90.1pp | 561.95%-544.8pp |
| Employer contribution / active EE | $807 | $4,350-81.5% | $3,465-76.7% | $4,661-82.7% |
| Participant deferral / active EE | $3,529 | $6,174-42.8% | $4,991-29.3% | $6,689-47.2% |
| Admin fee / account holder | $505 | $12,216-95.9% | $9,429-94.6% | $13,398-96.2% |