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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 | $33,621 | $165,399-79.7% | $149,745-77.5% | $158,982-78.9% |
| Participation rate | 20.0% | 84.6%-64.6pp | 82.5%-62.5pp | 82.0%-62.0pp |
| Annual return | 72.67% | 348.34%-275.7pp | 276.72%-204.0pp | 302.99%-230.3pp |
| Employer contribution / active EE | $800 | $5,105-84.3% | $4,646-82.8% | $4,763-83.2% |
| Participant deferral / active EE | $3,900 | $7,183-45.7% | $6,843-43.0% | $5,983-34.8% |
| Admin fee / account holder | $530 | $10,811-95.1% | $9,312-94.3% | $11,252-95.3% |