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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 | $17,016 | $99,921-83.0% | $85,009-80.0% | $145,959-88.3% |
| Participation rate | 23.8% | 74.1%-50.3pp | 67.5%-43.7pp | 80.3%-56.5pp |
| Annual return | 14.17% | 83.89%-69.7pp | 66.47%-52.3pp | 561.95%-547.8pp |
| Employer contribution / active EE | $285 | $3,233-91.2% | $2,728-89.5% | $4,661-93.9% |
| Participant deferral / active EE | $1,903 | $5,293-64.0% | $4,522-57.9% | $6,689-71.6% |
| Admin fee / account holder | $569 | $7,252-92.2% | $6,153-90.7% | $13,398-95.8% |