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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 | $17,940 | $154,228-88.4% | $145,433-87.7% | $137,256-86.9% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 16.11% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $74 | $4,804-98.5% | $4,554-98.4% | $4,156-98.2% |
| Participant deferral / active EE | $2,783 | $8,216-66.1% | $7,897-64.8% | $6,407-56.6% |
| Admin fee / account holder | $6,099 | $14,344-57.5% | $13,129-53.5% | $12,270-50.3% |