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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 | $19,230 | $102,595-81.3% | $94,057-79.6% | $154,746-87.6% |
| Participation rate | 37.5% | 76.0%-38.5pp | 73.3%-35.8pp | 80.7%-43.2pp |
| Annual return | 26.25% | 583.42%-557.2pp | 480.62%-454.4pp | 172.34%-146.1pp |
| Employer contribution / active EE | $273 | $3,147-91.3% | $2,933-90.7% | $4,379-93.8% |
| Participant deferral / active EE | $5,049 | $5,118-1.4% | $4,709+7.2% | $6,730-25.0% |
| Admin fee / account holder | $1,211 | $7,736-84.3% | $7,244-83.3% | $14,365-91.6% |