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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 | $23,244 | $159,978-85.5% | $147,041-84.2% | $145,978-84.1% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 12.90% | 98.36%-85.5pp | 419.21%-406.3pp | 550.52%-537.6pp |
| Employer contribution / active EE | $837 | $5,288-84.2% | $4,935-83.0% | $4,662-82.0% |
| Participant deferral / active EE | $3,951 | $8,429-53.1% | $8,071-51.0% | $6,690-40.9% |
| Admin fee / account holder | $13,144 | $15,053-12.7% | $13,006+1.1% | $13,400-1.9% |