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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 | $66,601 | $129,737-48.7% | $119,126-44.1% | $154,746-57.0% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 18.96% | 379.08%-360.1pp | 282.11%-263.1pp | 172.34%-153.4pp |
| Employer contribution / active EE | $733 | $4,375-83.2% | $4,034-81.8% | $4,379-83.3% |
| Participant deferral / active EE | $10,333 | $5,842+76.9% | $5,318+94.3% | $6,730+53.5% |
| Admin fee / account holder | $657 | $11,961-94.5% | $10,693-93.9% | $14,365-95.4% |