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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 | $26,540 | $159,978-83.4% | $147,041-82.0% | $145,978-81.8% |
| Participation rate | 58.8% | 84.0%-25.2pp | 82.2%-23.3pp | 80.3%-21.5pp |
| Annual return | 12.30% | 98.36%-86.1pp | 419.21%-406.9pp | 550.52%-538.2pp |
| Employer contribution / active EE | $208 | $5,288-96.1% | $4,935-95.8% | $4,662-95.5% |
| Participant deferral / active EE | $10,792 | $8,429+28.0% | $8,071+33.7% | $6,690+61.3% |
| Admin fee / account holder | $16,164 | $15,053+7.4% | $13,006+24.3% | $13,400+20.6% |