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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 | $22,329 | $160,028-86.0% | $147,080-84.8% | $145,884-84.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 16.63% | 98.60%-82.0pp | 420.17%-403.5pp | 551.85%-535.2pp |
| Employer contribution / active EE | $727 | $5,286-86.2% | $4,933-85.3% | $4,662-84.4% |
| Participant deferral / active EE | $3,091 | $8,422-63.3% | $8,066-61.7% | $6,690-53.8% |
| Admin fee / account holder | $327 | $15,030-97.8% | $12,989-97.5% | $13,392-97.6% |