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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 | $64,569 | $180,749-64.3% | $160,784-59.8% | $137,256-53.0% |
| Participation rate | 23.1% | 80.0%-56.9pp | 77.0%-53.9pp | 80.0%-56.9pp |
| Annual return | 19.21% | 2234.46%-2215.2pp | 1803.92%-1784.7pp | 220.34%-201.1pp |
| Employer contribution / active EE | $402 | $4,155-90.3% | $3,733-89.2% | $4,156-90.3% |
| Participant deferral / active EE | $3,883 | $6,844-43.3% | $6,293-38.3% | $6,407-39.4% |
| Admin fee / account holder | $4,913 | $10,397-52.7% | $9,717-49.4% | $12,270-60.0% |