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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 | $16,490 | $156,398-89.5% | $147,318-88.8% | $138,895-88.1% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 79.9%-54.9pp |
| Annual return | 0.00% | 78.75%-78.7pp | 70.43%-70.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $460 | $4,853-90.5% | $4,593-90.0% | $4,194-89.0% |
| Participant deferral / active EE | $3,252 | $8,237-60.5% | $7,906-58.9% | $6,396-49.2% |
| Admin fee / account holder | $313 | $14,976-97.9% | $13,708-97.7% | $12,562-97.5% |