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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 | $32,851 | $159,978-79.5% | $147,041-77.7% | $145,978-77.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.55% | 98.36%-87.8pp | 419.21%-408.7pp | 550.52%-540.0pp |
| Employer contribution / active EE | $382 | $5,288-92.8% | $4,935-92.3% | $4,662-91.8% |
| Participant deferral / active EE | $14,045 | $8,429+66.6% | $8,071+74.0% | $6,690+110.0% |
| Admin fee / account holder | $44,017 | $15,053+192.4% | $13,006+238.4% | $13,400+228.5% |