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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 | $22,707 | $159,978-85.8% | $147,041-84.6% | $145,978-84.4% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 14.33% | 98.36%-84.0pp | 419.21%-404.9pp | 550.52%-536.2pp |
| Employer contribution / active EE | $949 | $5,288-82.1% | $4,935-80.8% | $4,662-79.6% |
| Participant deferral / active EE | $3,867 | $8,429-54.1% | $8,071-52.1% | $6,690-42.2% |
| Admin fee / account holder | $1,381 | $15,053-90.8% | $13,006-89.4% | $13,400-89.7% |