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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 | $26,839 | $107,353-75.0% | $92,903-71.1% | $152,885-82.4% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 19.71% | 145.62%-125.9pp | 109.43%-89.7pp | 345.39%-325.7pp |
| Employer contribution / active EE | $393 | $4,222-90.7% | $3,653-89.2% | $4,763-91.7% |
| Participant deferral / active EE | $1,578 | $4,848-67.5% | $4,238-62.8% | $5,851-73.0% |
| Admin fee / account holder | $5,907 | $7,081-16.6% | $5,795+1.9% | $11,598-49.1% |