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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 | $37,595 | $217,427-82.7% | $185,837-79.8% | $167,518-77.6% |
| Participation rate | 30.0% | 86.0%-56.0pp | 81.7%-51.7pp | 82.1%-52.1pp |
| Annual return | 14.84% | 148.39%-133.6pp | 122.08%-107.2pp | 478.71%-463.9pp |
| Employer contribution / active EE | $1,000 | $5,874-83.0% | $5,168-80.6% | $4,838-79.3% |
| Participant deferral / active EE | $2,694 | $6,357-57.6% | $5,568-51.6% | $6,342-57.5% |
| Admin fee / account holder | $1,919 | $19,816-90.3% | $16,241-88.2% | $12,312-84.4% |