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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 | $48,774 | $175,257-72.2% | $149,717-67.4% | $139,456-65.0% |
| Participation rate | 39.1% | 83.4%-44.3pp | 78.8%-39.6pp | 80.3%-41.2pp |
| Annual return | 80.62% | 166.70%-86.1pp | 134.41%-53.8pp | 373.45%-292.8pp |
| Employer contribution / active EE | $751 | $5,477-86.3% | $4,820-84.4% | $4,753-84.2% |
| Participant deferral / active EE | $2,570 | $6,521-60.6% | $5,682-54.8% | $6,711-61.7% |
| Admin fee / account holder | $482 | $16,156-97.0% | $13,213-96.3% | $11,407-95.8% |