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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 | $26,090 | $160,028-83.7% | $147,080-82.3% | $145,884-82.1% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 16.45% | 98.60%-82.1pp | 420.17%-403.7pp | 551.85%-535.4pp |
| Employer contribution / active EE | $877 | $5,286-83.4% | $4,933-82.2% | $4,662-81.2% |
| Participant deferral / active EE | $2,746 | $8,422-67.4% | $8,066-66.0% | $6,690-58.9% |
| Admin fee / account holder | $333 | $15,030-97.8% | $12,989-97.4% | $13,392-97.5% |