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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 | $34,778 | $210,510-83.5% | $153,500-77.3% | $145,877-76.2% |
| Participation rate | 25.0% | 82.1%-57.1pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | 0.00% | 13.45%-13.5pp | 15.70%-15.7pp | 551.28%-551.3pp |
| Employer contribution / active EE | $438 | $6,052-92.8% | $5,039-91.3% | $4,663-90.6% |
| Participant deferral / active EE | $7,500 | $7,974-5.9% | $6,756+11.0% | $6,691+12.1% |
| Admin fee / account holder | $360 | $19,455-98.1% | $12,736-97.2% | $13,402-97.3% |