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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 | $46,808 | $159,978-70.7% | $147,041-68.2% | $145,978-67.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 23.15% | 98.36%-75.2pp | 419.21%-396.1pp | 550.52%-527.4pp |
| Employer contribution / active EE | $698 | $5,288-86.8% | $4,935-85.9% | $4,662-85.0% |
| Participant deferral / active EE | $5,149 | $8,429-38.9% | $8,071-36.2% | $6,690-23.0% |
| Admin fee / account holder | $92,944 | $15,053+517.4% | $13,006+614.6% | $13,400+593.6% |