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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 | $32,983 | $159,978-79.4% | $147,041-77.6% | $145,978-77.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.45% | 98.36%-84.9pp | 419.21%-405.8pp | 550.52%-537.1pp |
| Employer contribution / active EE | $783 | $5,288-85.2% | $4,935-84.1% | $4,662-83.2% |
| Participant deferral / active EE | $4,595 | $8,429-45.5% | $8,071-43.1% | $6,690-31.3% |
| Admin fee / account holder | $5,422 | $15,053-64.0% | $13,006-58.3% | $13,400-59.5% |