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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 | $19,895 | $182,442-89.1% | $163,379-87.8% | $138,895-85.7% |
| Participation rate | 39.1% | 79.8%-40.7pp | 76.8%-37.7pp | 79.9%-40.8pp |
| Annual return | 19.62% | 72.74%-53.1pp | 63.41%-43.8pp | 145.39%-125.8pp |
| Employer contribution / active EE | $98 | $4,159-97.6% | $3,752-97.4% | $4,194-97.7% |
| Participant deferral / active EE | $1,442 | $6,817-78.8% | $6,282-77.0% | $6,396-77.5% |
| Admin fee / account holder | $1,265 | $10,396-87.8% | $9,818-87.1% | $12,562-89.9% |