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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 | $35,114 | $176,077-80.1% | $159,455-78.0% | $167,518-79.0% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 12.99% | 331.83%-318.8pp | 263.63%-250.6pp | 478.71%-465.7pp |
| Employer contribution / active EE | $679 | $5,298-87.2% | $4,830-85.9% | $4,838-86.0% |
| Participant deferral / active EE | $2,717 | $7,751-64.9% | $7,353-63.0% | $6,342-57.2% |
| Admin fee / account holder | $813 | $12,556-93.5% | $10,800-92.5% | $12,312-93.4% |