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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 | $36,568 | $160,028-77.1% | $147,080-75.1% | $145,884-74.9% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 16.45% | 98.60%-82.1pp | 420.17%-403.7pp | 551.85%-535.4pp |
| Employer contribution / active EE | $212 | $5,286-96.0% | $4,933-95.7% | $4,662-95.5% |
| Participant deferral / active EE | $2,800 | $8,422-66.8% | $8,066-65.3% | $6,690-58.1% |
| Admin fee / account holder | $16,050 | $15,030+6.8% | $12,989+23.6% | $13,392+19.9% |