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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 | $18,615 | $185,312-90.0% | $161,489-88.5% | $154,746-88.0% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 16.11% | 103.84%-87.7pp | 89.72%-73.6pp | 172.34%-156.2pp |
| Employer contribution / active EE | $225 | $4,769-95.3% | $4,268-94.7% | $4,379-94.9% |
| Participant deferral / active EE | $3,031 | $6,350-52.3% | $5,630-46.2% | $6,730-55.0% |
| Admin fee / account holder | $800 | $18,654-95.7% | $16,006-95.0% | $14,365-94.4% |