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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 | $49,870 | $162,136-69.2% | $152,301-67.3% | $154,746-67.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 18.31% | 91.02%-72.7pp | 80.50%-62.2pp | 172.34%-154.0pp |
| Employer contribution / active EE | $700 | $4,890-85.7% | $4,624-84.9% | $4,379-84.0% |
| Participant deferral / active EE | $6,000 | $8,341-28.1% | $8,004-25.0% | $6,730-10.9% |
| Admin fee / account holder | $739 | $15,759-95.3% | $14,398-94.9% | $14,365-94.9% |