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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 | $24,199 | $138,072-82.5% | $123,549-80.4% | $135,382-82.1% |
| Participation rate | 56.3% | 84.7%-28.5pp | 82.3%-26.0pp | 82.6%-26.4pp |
| Annual return | 1.25% | 153.69%-152.4pp | 119.20%-118.0pp | 519.77%-518.5pp |
| Employer contribution / active EE | $780 | $5,152-84.9% | $4,628-83.1% | $4,779-83.7% |
| Participant deferral / active EE | $2,274 | $6,799-66.6% | $6,426-64.6% | $5,609-59.5% |
| Admin fee / account holder | $912 | $10,917-91.6% | $9,284-90.2% | $10,829-91.6% |