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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 | $28,687 | $160,028-82.1% | $147,080-80.5% | $145,884-80.3% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 13.56% | 98.60%-85.0pp | 420.17%-406.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $727 | $5,286-86.3% | $4,933-85.3% | $4,662-84.4% |
| Participant deferral / active EE | $3,814 | $8,422-54.7% | $8,066-52.7% | $6,690-43.0% |
| Admin fee / account holder | $481 | $15,030-96.8% | $12,989-96.3% | $13,392-96.4% |