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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 | $57,596 | $159,978-64.0% | $147,041-60.8% | $145,978-60.5% |
| Participation rate | 60.9% | 84.0%-23.1pp | 82.2%-21.3pp | 80.3%-19.4pp |
| Annual return | 14.38% | 98.36%-84.0pp | 419.21%-404.8pp | 550.52%-536.1pp |
| Employer contribution / active EE | $997 | $5,288-81.1% | $4,935-79.8% | $4,662-78.6% |
| Participant deferral / active EE | $9,645 | $8,429+14.4% | $8,071+19.5% | $6,690+44.2% |
| Admin fee / account holder | $50,286 | $15,053+234.1% | $13,006+286.6% | $13,400+275.3% |