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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 | $26,844 | $165,381-83.8% | $149,730-82.1% | $158,966-83.1% |
| Participation rate | 61.5% | 84.6%-23.0pp | 82.5%-20.9pp | 82.0%-20.4pp |
| Annual return | 58.88% | 348.29%-289.4pp | 276.70%-217.8pp | 302.95%-244.1pp |
| Employer contribution / active EE | $277 | $5,104-94.6% | $4,645-94.0% | $4,762-94.2% |
| Participant deferral / active EE | $2,948 | $7,182-59.0% | $6,843-56.9% | $5,983-50.7% |
| Admin fee / account holder | $1,041 | $10,809-90.4% | $9,310-88.8% | $11,250-90.7% |