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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 | $29,220 | $159,978-81.7% | $147,041-80.1% | $145,978-80.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.21% | 98.36%-88.2pp | 419.21%-409.0pp | 550.52%-540.3pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,892 | $8,429+53.0% | $8,071+59.7% | $6,690+92.7% |
| Admin fee / account holder | $1,472 | $15,053-90.2% | $13,006-88.7% | $13,400-89.0% |