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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 | $22,753 | $159,934-85.8% | $147,005-84.5% | $145,959-84.4% |
| Participation rate | 18.2% | 84.0%-65.8pp | 82.2%-64.0pp | 80.3%-62.1pp |
| Annual return | 15.83% | 98.24%-82.4pp | 418.76%-402.9pp | 561.95%-546.1pp |
| Employer contribution / active EE | $999 | $5,287-81.1% | $4,934-79.8% | $4,661-78.6% |
| Participant deferral / active EE | $2,713 | $8,427-67.8% | $8,070-66.4% | $6,689-59.4% |
| Admin fee / account holder | $2,628 | $15,053-82.5% | $13,006-79.8% | $13,398-80.4% |