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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 | $21,434 | $88,778-75.9% | $81,844-73.8% | $145,884-85.3% |
| Participation rate | 39.1% | 75.1%-35.9pp | 72.4%-33.3pp | 80.3%-41.2pp |
| Annual return | 10.28% | 1033.03%-1022.8pp | 778.87%-768.6pp | 551.85%-541.6pp |
| Employer contribution / active EE | $298 | $3,087-90.3% | $2,916-89.8% | $4,662-93.6% |
| Participant deferral / active EE | $774 | $4,648-83.4% | $4,323-82.1% | $6,690-88.4% |
| Admin fee / account holder | $3,558 | $8,430-57.8% | $7,355-51.6% | $13,392-73.4% |