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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 | $32,616 | $160,028-79.6% | $147,080-77.8% | $145,884-77.6% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.2%-62.2pp | 80.3%-60.3pp |
| Annual return | 15.10% | 98.60%-83.5pp | 420.17%-405.1pp | 551.85%-536.8pp |
| Employer contribution / active EE | $467 | $5,286-91.2% | $4,933-90.5% | $4,662-90.0% |
| Participant deferral / active EE | $3,500 | $8,422-58.4% | $8,066-56.6% | $6,690-47.7% |
| Admin fee / account holder | $29,225 | $15,030+94.4% | $12,989+125.0% | $13,392+118.2% |