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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 | $20,106 | $180,749-88.9% | $160,784-87.5% | $137,256-85.4% |
| Participation rate | 53.3% | 80.0%-26.6pp | 77.0%-23.6pp | 80.0%-26.6pp |
| Annual return | 14.91% | 2234.46%-2219.6pp | 1803.92%-1789.0pp | 220.34%-205.4pp |
| Employer contribution / active EE | $382 | $4,155-90.8% | $3,733-89.8% | $4,156-90.8% |
| Participant deferral / active EE | $1,646 | $6,844-76.0% | $6,293-73.8% | $6,407-74.3% |
| Admin fee / account holder | $7,461 | $10,397-28.2% | $9,717-23.2% | $12,270-39.2% |