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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 | $24,016 | $157,296-84.7% | $141,191-83.0% | $152,897-84.3% |
| Participation rate | 65.0% | 84.8%-19.8pp | 82.5%-17.5pp | 82.5%-17.5pp |
| Annual return | 64.38% | 64.34%0pp | 71.41%-7.0pp | 345.43%-281.1pp |
| Employer contribution / active EE | $439 | $5,262-91.7% | $4,736-90.7% | $4,764-90.8% |
| Participant deferral / active EE | $6,039 | $7,111-15.1% | $6,710-10.0% | $5,851+3.2% |
| Admin fee / account holder | $5,548 | $12,125-54.2% | $10,264-46.0% | $11,599-52.2% |