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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 | $210,991-83.5% | $153,741-77.4% | $145,897-76.2% |
| Participation rate | 25.0% | 82.1%-57.1pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | 0.00% | 13.46%-13.5pp | 15.71%-15.7pp | 552.29%-552.3pp |
| Employer contribution / active EE | $438 | $6,057-92.8% | $5,042-91.3% | $4,663-90.6% |
| Participant deferral / active EE | $7,500 | $7,979-6.0% | $6,757+11.0% | $6,689+12.1% |
| Admin fee / account holder | $360 | $19,490-98.2% | $12,749-97.2% | $13,390-97.3% |