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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 | $53,230 | $185,856-71.4% | $170,028-68.7% | $139,456-61.8% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 12.19% | 60.52%-48.3pp | 53.39%-41.2pp | 373.45%-361.3pp |
| Employer contribution / active EE | $934 | $7,593-87.7% | $6,788-86.2% | $4,753-80.4% |
| Participant deferral / active EE | $3,091 | $11,623-73.4% | $10,409-70.3% | $6,711-53.9% |
| Admin fee / account holder | $17,562 | $15,387+14.1% | $12,820+37.0% | $11,407+54.0% |