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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 | $25,469 | $134,817-81.1% | $123,973-79.5% | $155,188-83.6% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 14.58% | 515.49%-500.9pp | 388.13%-373.5pp | 148.84%-134.3pp |
| Employer contribution / active EE | $766 | $4,425-82.7% | $4,126-81.4% | $4,248-82.0% |
| Participant deferral / active EE | $3,854 | $5,706-32.5% | $5,247-26.6% | $6,531-41.0% |
| Admin fee / account holder | $7,606 | $13,245-42.6% | $11,799-35.5% | $14,480-47.5% |