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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 | $29,948 | $159,934-81.3% | $147,005-79.6% | $145,959-79.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 13.87% | 98.24%-84.4pp | 418.76%-404.9pp | 561.95%-548.1pp |
| Employer contribution / active EE | $981 | $5,287-81.4% | $4,934-80.1% | $4,661-78.9% |
| Participant deferral / active EE | $8,151 | $8,427-3.3% | $8,070+1.0% | $6,689+21.9% |
| Admin fee / account holder | $1,452 | $15,053-90.4% | $13,006-88.8% | $13,398-89.2% |