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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 | $22,776 | $160,070-85.8% | $147,117-84.5% | $145,897-84.4% |
| Participation rate | 45.5% | 84.0%-38.6pp | 82.2%-36.7pp | 80.3%-34.9pp |
| Annual return | 19.47% | 98.69%-79.2pp | 420.54%-401.1pp | 552.29%-532.8pp |
| Employer contribution / active EE | $62 | $5,285-98.8% | $4,932-98.8% | $4,663-98.7% |
| Participant deferral / active EE | $3,735 | $8,419-55.6% | $8,065-53.7% | $6,689-44.2% |
| Admin fee / account holder | $579 | $15,035-96.1% | $12,993-95.5% | $13,390-95.7% |