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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 | $27,409 | $180,749-84.8% | $160,784-83.0% | $137,256-80.0% |
| Participation rate | 41.7% | 80.0%-38.3pp | 77.0%-35.3pp | 80.0%-38.3pp |
| Annual return | 16.23% | 2234.46%-2218.2pp | 1803.92%-1787.7pp | 220.34%-204.1pp |
| Employer contribution / active EE | $292 | $4,155-93.0% | $3,733-92.2% | $4,156-93.0% |
| Participant deferral / active EE | $1,182 | $6,844-82.7% | $6,293-81.2% | $6,407-81.6% |
| Admin fee / account holder | $904 | $10,397-91.3% | $9,717-90.7% | $12,270-92.6% |