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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 | $22,666 | $159,978-85.8% | $147,041-84.6% | $145,978-84.5% |
| Participation rate | 68.4% | 84.0%-15.6pp | 82.2%-13.7pp | 80.3%-11.9pp |
| Annual return | 77.30% | 98.36%-21.1pp | 419.21%-341.9pp | 550.52%-473.2pp |
| Employer contribution / active EE | $495 | $5,288-90.6% | $4,935-90.0% | $4,662-89.4% |
| Participant deferral / active EE | $3,109 | $8,429-63.1% | $8,071-61.5% | $6,690-53.5% |
| Admin fee / account holder | $900 | $15,053-94.0% | $13,006-93.1% | $13,400-93.3% |