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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 | $18,310 | $175,231-89.6% | $149,696-87.8% | $139,466-86.9% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 11.83% | 166.77%-154.9pp | 134.46%-122.6pp | 373.66%-361.8pp |
| Employer contribution / active EE | $93 | $5,478-98.3% | $4,821-98.1% | $4,754-98.0% |
| Participant deferral / active EE | $3,092 | $6,521-52.6% | $5,682-45.6% | $6,712-53.9% |
| Admin fee / account holder | $1,116 | $16,155-93.1% | $13,212-91.6% | $11,409-90.2% |