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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 | $22,957 | $115,810-80.2% | $101,271-77.3% | $158,966-85.6% |
| Participation rate | 35.3% | 79.4%-44.1pp | 75.8%-40.5pp | 82.0%-46.7pp |
| Annual return | 16.84% | 56.15%-39.3pp | 46.48%-29.6pp | 302.95%-286.1pp |
| Employer contribution / active EE | $610 | $4,175-85.4% | $3,660-83.3% | $4,762-87.2% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $722 | $7,248-90.0% | $5,948-87.9% | $11,250-93.6% |